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
$534K﹤0.01% 24,514
+5,161
+27%
+$112K
$534K﹤0.01% 15,579
+7,477
+92%
+$256K
$533K﹤0.01% 51,771
-5,652
-10%
-$58.2K
$533K﹤0.01% 10,123
-6,405
-39%
-$337K
$532K﹤0.01% 4,671
+1,096
+31%
+$125K
$532K﹤0.01% 26,276
+2,275
+9%
+$46.1K
$530K﹤0.01% 2,138
+314
+17%
+$77.8K
$529K﹤0.01% 24,114
-2,491
-9%
-$54.6K
$529K﹤0.01% 34,018
-8,926
-21%
-$139K
$529K﹤0.01% 13,227
+1,363
+11%
+$54.5K
$529K﹤0.01% 15,577
+2,815
+22%
+$95.6K
$528K﹤0.01% 8,085
+1,251
+18%
+$81.7K
$528K﹤0.01% 9,969
-56,801
-85%
-$3.01M
$528K﹤0.01% 13,850
+8,245
+147%
+$314K
$527K﹤0.01% 4,081
-197
-5%
-$25.4K
$527K﹤0.01% 1,609
+130
+9%
+$42.6K
$526K﹤0.01% 16,208
+43
+0.3%
+$1.4K
$525K﹤0.01% 13,963
-8,415
-38%
-$316K
$525K﹤0.01% 5,957
+3,642
+157%
+$321K
$525K﹤0.01% 3,280
+511
+18%
+$81.8K
$524K﹤0.01% 3,828
+389
+11%
+$53.2K
$524K﹤0.01%
+14,797
 New
+$524K
$522K﹤0.01% 401,491
+86,704
+28%
+$113K
$521K﹤0.01% 28,330
+631
+2%
+$11.6K
$521K﹤0.01% 7,404
+1,926
+35%
+$136K
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