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
$672K﹤0.01% 19,597
+12,540
+178%
+$430K
$672K﹤0.01% 6,648
-89
-1%
-$9K
$671K﹤0.01% 12,601
-11,835
-48%
-$630K
$671K﹤0.01% 43,102
+5,640
+15%
+$87.8K
$671K﹤0.01% 26,813
-1,253
-4%
-$31.4K
$671K﹤0.01% 16,897
-1,752
-9%
-$69.6K
$670K﹤0.01% 21,093
+832
+4%
+$26.4K
$669K﹤0.01% 48,103
+31,265
+186%
+$435K
$668K﹤0.01% 22,485
+13,252
+144%
+$394K
$667K﹤0.01% 99,315
+12,417
+14%
+$83.4K
$667K﹤0.01% 5,546
+834
+18%
+$100K
$667K﹤0.01%
+14,536
 New
+$667K
$665K﹤0.01% 2,182
-563
-21%
-$172K
$664K﹤0.01% 13,711
+7
+0.1%
+$339
$664K﹤0.01% 20,148
-5,054
-20%
-$167K
$661K﹤0.01% 32,898
-778
-2%
-$15.6K
$661K﹤0.01% 59,048
+8,830
+18%
+$98.8K
$658K﹤0.01% 28,662
-1,848
-6%
-$42.4K
$658K﹤0.01% 55,038
-10,495
-16%
-$125K
$658K﹤0.01% 62,166
-11,046
-15%
-$117K
$656K﹤0.01% 9,990
+3,612
+57%
+$237K
$655K﹤0.01% 10,782––
$653K﹤0.01% 19,943
-4,266
-18%
-$140K
$652K﹤0.01% 4,487
-259
-5%
-$37.6K
$651K﹤0.01% 28,527
+5,083
+22%
+$116K
1 8687888990148