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
$629K﹤0.01% 17,953
-14,910
-45%
-$522K
$629K﹤0.01% 21,585
+1,207
+6%
+$35.2K
$629K﹤0.01% 20,539
-768
-4%
-$23.5K
$628K﹤0.01% 14,643
+1,558
+12%
+$66.8K
$627K﹤0.01% 39,376
-17,645
-31%
-$281K
$627K﹤0.01% 18,911
-396
-2%
-$13.1K
$627K﹤0.01% 12,405
-560
-4%
-$28.3K
$627K﹤0.01% 28,563
-2,828
-9%
-$62.1K
$626K﹤0.01% 34,895
-968
-3%
-$17.4K
$624K﹤0.01% 27,152
+1,789
+7%
+$41.1K
$623K﹤0.01% 37,538
+600
+2%
+$9.96K
$623K﹤0.01% 1,112
+44
+4%
+$24.7K
$623K﹤0.01% 17,958
+4,739
+36%
+$164K
$622K﹤0.01% 22,219
+1,026
+5%
+$28.7K
$622K﹤0.01% 43,041
-7,833
-15%
-$113K
$621K﹤0.01% 21,398
-1,806
-8%
-$52.4K
$620K﹤0.01% 87,265
-3,442
-4%
-$24.5K
$620K﹤0.01% 117,120
+29,136
+33%
+$154K
$618K﹤0.01% 40,828
-295
-0.7%
-$4.47K
$618K﹤0.01% 29,728
-1,049
-3%
-$21.8K
$617K﹤0.01% 85,211
-4,620
-5%
-$33.5K
$616K﹤0.01% 6,738
+490
+8%
+$44.8K
$616K﹤0.01% 23,307
-3,044
-12%
-$80.5K
$616K﹤0.01% 11,550
-6,689
-37%
-$357K
$613K﹤0.01% 20,903
+3,365
+19%
+$98.7K
1 8889909192148