Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $29.6B
This Quarter Return
-1.61%
1 Year Return
+9.87%
3 Year Return
+29.31%
5 Year Return
+121.61%
10 Year Return
+172.59%
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
+$521M
Cap. Flow %
1.76%
Top 10 Hldgs %
19.94%
Holding
3,681
New
221
Increased
1,693
Reduced
1,498
Closed
186

Top Buys

1
$37.3M
2
$32.1M
3
$29M
4
$20.4M
5
$19.6M

Top Sells

1
$53.3M
2
$41.8M
3
$40M
4
$26.8M
5
$23.5M

Sector Composition

1Technology10.67%
2Financials5.49%
3Consumer Discretionary3.63%
4Healthcare3.12%
5Communication Services2.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$928K﹤0.01% 33,971
-4,687
-12%
-$128K
$927K﹤0.01% 43,737
+123
+0.3%
+$2.61K
$925K﹤0.01% 14,452
-4,300
-23%
-$275K
$924K﹤0.01% 37,084
+4,016
+12%
+$100K
$922K﹤0.01% 683
-374
-35%
-$505K
$922K﹤0.01% 9,678
-13
-0.1%
-$1.24K
$919K﹤0.01%
+49,377
 New
+$919K
$919K﹤0.01% 48,456
-7,645
-14%
-$145K
$918K﹤0.01% 4,802
+714
+17%
+$136K
$914K﹤0.01% 17,572
+1,114
+7%
+$57.9K
$914K﹤0.01% 19,848
-19,607
-50%
-$903K
$913K﹤0.01% 4,634
+122
+3%
+$24K
$913K﹤0.01% 35,337
+6,725
+24%
+$174K
$912K﹤0.01% 52,342
-4,658
-8%
-$81.2K
$911K﹤0.01% 25,219
-3,061
-11%
-$111K
$911K﹤0.01% 28,150
-19,436
-41%
-$629K
$911K﹤0.01% 36,613
+9,194
+34%
+$229K
$908K﹤0.01% 40,445
-1,411
-3%
-$31.7K
$907K﹤0.01% 4,085
-1,318
-24%
-$293K
$907K﹤0.01% 13,826
+500
+4%
+$32.8K
$906K﹤0.01% 54,548
+5,618
+11%
+$93.3K
$906K﹤0.01% 5,982
+15
+0.3%
+$2.27K
$905K﹤0.01% 28,744
+13,430
+88%
+$423K
$903K﹤0.01% 18,182
-778
-4%
-$38.6K
$901K﹤0.01% 18,696
+723
+4%
+$34.8K
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