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
$650K﹤0.01% 7,665
+149
+2%
+$12.6K
$647K﹤0.01%
+103,533
 New
+$647K
$645K﹤0.01% 12,528
+3,906
+45%
+$201K
$644K﹤0.01% 12,956
-300
-2%
-$14.9K
$643K﹤0.01% 58,547
-118,453
-67%
-$1.3M
$643K﹤0.01% 5,162
-2,160
-30%
-$269K
$642K﹤0.01% 64,845
+2,010
+3%
+$19.9K
$642K﹤0.01% 8,075
-693
-8%
-$55.1K
$642K﹤0.01% 43,145
+243
+0.6%
+$3.62K
$641K﹤0.01% 9,541
+4,952
+108%
+$333K
$640K﹤0.01% 44,673
-4,191
-9%
-$60K
$640K﹤0.01% 24,780
-29,188
-54%
-$754K
$640K﹤0.01% 69,389
-7,566
-10%
-$69.8K
$640K﹤0.01% 16,564
-9,085
-35%
-$351K
$638K﹤0.01% 18,591
+5,044
+37%
+$173K
$637K﹤0.01% 8,143
-667
-8%
-$52.2K
$636K﹤0.01% 6,914
+509
+8%
+$46.8K
$635K﹤0.01% 15,722
+47
+0.3%
+$1.9K
$635K﹤0.01% 9,936
-1,943
-16%
-$124K
$634K﹤0.01% 44,806
-992
-2%
-$14K
$633K﹤0.01% 29,796
-614
-2%
-$13K
$632K﹤0.01% 10,951
-5,750
-34%
-$332K
$630K﹤0.01% 8,064
-945
-10%
-$73.8K
$630K﹤0.01% 16,412
-298
-2%
-$11.4K
$629K﹤0.01% 28,005
-11,060
-28%
-$248K
1 8788899091148