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
$817K﹤0.01% 26,048
-4,817
-16%
-$151K
$816K﹤0.01% 42,959
+3,404
+9%
+$64.7K
$815K﹤0.01% 36,500
+1,741
+5%
+$38.9K
$810K﹤0.01% 43,312
-3,099
-7%
-$58K
$810K﹤0.01% 27,428
-1,803
-6%
-$53.2K
$810K﹤0.01% 20,546
-156
-0.8%
-$6.15K
$809K﹤0.01% 34,106
-9,693
-22%
-$230K
$808K﹤0.01% 76,601
-24,387
-24%
-$257K
$808K﹤0.01% 21,151––
$804K﹤0.01% 30,542
+5,553
+22%
+$146K
$802K﹤0.01% 38,095
-14,641
-28%
-$308K
$802K﹤0.01% 11,625
+3,433
+42%
+$237K
$802K﹤0.01% 41,031
+530
+1%
+$10.4K
$799K﹤0.01% 18,774
+286
+2%
+$12.2K
$799K﹤0.01% 13,700
-6,709
-33%
-$391K
$797K﹤0.01%
+15,824
 New
+$797K
$796K﹤0.01% 82,025
+4,591
+6%
+$44.6K
$795K﹤0.01% 17,607
-2,090
-11%
-$94.4K
$794K﹤0.01% 23,362
+11,696
+100%
+$398K
$794K﹤0.01% 20,050
-416
-2%
-$16.5K
$792K﹤0.01% 73,013
-5,677
-7%
-$61.6K
$792K﹤0.01% 10,936
-711
-6%
-$51.5K
$792K﹤0.01%
+15,505
 New
+$792K
$790K﹤0.01% 10,793
+1,076
+11%
+$78.8K
$790K﹤0.01% 28,390
-468
-2%
-$13K
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