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
$546K﹤0.01% 4,651
+301
+7%
+$35.3K
$546K﹤0.01% 3,688
-549
-13%
-$81.3K
$546K﹤0.01% 15,983
-89
-0.6%
-$3.04K
$545K﹤0.01% 27,415
-18,496
-40%
-$368K
$544K﹤0.01% 3,206
+140
+5%
+$23.8K
$544K﹤0.01% 3,393
+657
+24%
+$105K
$544K﹤0.01% 21,581
-8,813
-29%
-$222K
$544K﹤0.01% 7,361
-565
-7%
-$41.8K
$544K﹤0.01% 24,181
-576
-2%
-$13K
$543K﹤0.01% 12,872
+2,645
+26%
+$112K
$543K﹤0.01% 10,640
-2,352
-18%
-$120K
$543K﹤0.01% 100,806
-44,898
-31%
-$242K
$542K﹤0.01% 2,028
+261
+15%
+$69.8K
$541K﹤0.01% 5,766
+245
+4%
+$23K
$541K﹤0.01% 10,764
-4,682
-30%
-$235K
$541K﹤0.01% 18,496
+5,275
+40%
+$154K
$540K﹤0.01% 10,760
+342
+3%
+$17.2K
$538K﹤0.01% 24,052
-1,625
-6%
-$36.3K
$538K﹤0.01% 16,943
+1,651
+11%
+$52.4K
$536K﹤0.01% 188,530
+69,177
+58%
+$197K
$536K﹤0.01% 19,742
-16
-0.1%
-$434
$536K﹤0.01% 1,885
-62
-3%
-$17.6K
$535K﹤0.01% 4,886
+39
+0.8%
+$4.27K
$535K﹤0.01% 12,554
-4,043
-24%
-$172K
$534K﹤0.01% 49,765
+6,029
+14%
+$64.7K
1 9394959697148