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
$586K﹤0.01%
+11,450
 New
+$586K
$586K﹤0.01% 7,699
+1,435
+23%
+$109K
$586K﹤0.01% 12,010
+123
+1%
+$6K
$585K﹤0.01% 12,295
-56
-0.5%
-$2.66K
$585K﹤0.01% 14,816
-5,891
-28%
-$233K
$585K﹤0.01% 10,751
-523
-5%
-$28.5K
$585K﹤0.01% 48,189
-2,802
-6%
-$34K
$584K﹤0.01%
+19,604
 New
+$584K
$583K﹤0.01%
+985
 New
+$583K
$583K﹤0.01% 39,595––
$583K﹤0.01% 3,613
+2,036
+129%
+$329K
$583K﹤0.01% 25,110
-176,075
-88%
-$4.09M
$583K﹤0.01% 14,234
+396
+3%
+$16.2K
$582K﹤0.01% 37,873
+13,080
+53%
+$201K
$582K﹤0.01%
+30,666
 New
+$582K
$581K﹤0.01% 8,258
-504
-6%
-$35.5K
$579K﹤0.01% 5,153
-143
-3%
-$16.1K
$578K﹤0.01% 15,534
+1,012
+7%
+$37.7K
$578K﹤0.01% 4,490
+221
+5%
+$28.4K
$578K﹤0.01%
+23,045
 New
+$578K
$576K﹤0.01% 7,318
-117
-2%
-$9.21K
$575K﹤0.01% 47,402
+11,394
+32%
+$138K
$575K﹤0.01% 4,807
-2,283
-32%
-$273K
$574K﹤0.01% 2,181
-7
-0.3%
-$1.84K
$574K﹤0.01% 25,921
+3,722
+17%
+$82.4K
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