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
$705K﹤0.01% 9,078
+388
+4%
+$30.1K
$705K﹤0.01% 40,930
+5,172
+14%
+$89.1K
$701K﹤0.01% 11,570
+36
+0.3%
+$2.18K
$699K﹤0.01% 3,103
+210
+7%
+$47.3K
$698K﹤0.01% 34,771
-1,159
-3%
-$23.3K
$698K﹤0.01% 1,423,288
+206,614
+17%
+$101K
$697K﹤0.01% 7,124
+674
+10%
+$65.9K
$696K﹤0.01% 12,400––
$695K﹤0.01% 8,642
-282
-3%
-$22.7K
$694K﹤0.01% 2,276
-87
-4%
-$26.5K
$692K﹤0.01% 16,217
+767
+5%
+$32.7K
$691K﹤0.01% 29,211––
$690K﹤0.01% 15,180
+2,418
+19%
+$110K
$690K﹤0.01%
+10,856
 New
+$690K
$690K﹤0.01% 27,790
-1,563
-5%
-$38.8K
$690K﹤0.01% 28,707
-24,226
-46%
-$582K
$689K﹤0.01% 4,943
-250
-5%
-$34.8K
$687K﹤0.01% 55,039––
$686K﹤0.01% 42,184
+23,455
+125%
+$381K
$684K﹤0.01% 37,723
+4,259
+13%
+$77.2K
$683K﹤0.01% 25,737
+3,115
+14%
+$82.7K
$681K﹤0.01% 108,616
+16,926
+18%
+$106K
$679K﹤0.01% 91,642
-5,870
-6%
-$43.5K
$675K﹤0.01% 8,210
-395
-5%
-$32.5K
$674K﹤0.01% 11,735
+959
+9%
+$55.1K
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