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
$573K﹤0.01% 8,599
-2,659
-24%
-$177K
$572K﹤0.01% 21,277
+731
+4%
+$19.7K
$571K﹤0.01% 15,951
+7,306
+85%
+$262K
$571K﹤0.01% 29,062
-248
-0.9%
-$4.87K
$570K﹤0.01% 31,351
-948
-3%
-$17.2K
$570K﹤0.01% 15,639
-1,987
-11%
-$72.4K
$570K﹤0.01% 39,368
+2,560
+7%
+$37.1K
$569K﹤0.01% 7,508
+332
+5%
+$25.2K
$567K﹤0.01% 29,741
+1,454
+5%
+$27.7K
$567K﹤0.01% 23,921
-2,864
-11%
-$67.9K
$566K﹤0.01% 14,409
-499
-3%
-$19.6K
$565K﹤0.01% 72,216
-3,465
-5%
-$27.1K
$565K﹤0.01% 23,265
+1,121
+5%
+$27.2K
$565K﹤0.01% 18,448
-1,447
-7%
-$44.3K
$563K﹤0.01% 14,888
-18,616
-56%
-$704K
$563K﹤0.01%
+16,113
 New
+$563K
$563K﹤0.01% 49,336
+2,251
+5%
+$25.7K
$563K﹤0.01% 8,058
-193
-2%
-$13.5K
$561K﹤0.01%
+15,086
 New
+$561K
$561K﹤0.01% 8,034
-290
-3%
-$20.3K
$560K﹤0.01% 67,177
-2,328
-3%
-$19.4K
$560K﹤0.01% 6,985
-290
-4%
-$23.3K
$559K﹤0.01%
+612,412
 New
+$559K
$558K﹤0.01% 13,973
-2,501
-15%
-$99.9K
$557K﹤0.01%
+7,381
 New
+$557K
1 9192939495148