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
$507K﹤0.01% 5,196
+1,564
+43%
+$153K
$507K﹤0.01% 1,594
-48
-3%
-$15.3K
$506K﹤0.01% 46,613
+19,698
+73%
+$214K
$505K﹤0.01% 47,227
+8,557
+22%
+$91.5K
$505K﹤0.01% 5,780
-2,522
-30%
-$220K
$504K﹤0.01% 15,290
-6,732
-31%
-$222K
$503K﹤0.01% 3,968
+175
+5%
+$22.2K
$503K﹤0.01% 66,755
-179
-0.3%
-$1.35K
$503K﹤0.01%
+9,505
 New
+$503K
$503K﹤0.01% 20,196
-100
-0.5%
-$2.49K
$500K﹤0.01% 15,138
-261
-2%
-$8.62K
$498K﹤0.01% 42,833
-2,564
-6%
-$29.8K
$498K﹤0.01% 20,682
-1,507
-7%
-$36.3K
$498K﹤0.01% 3,256
+155
+5%
+$23.7K
$497K﹤0.01% 5,681
-511
-8%
-$44.7K
$497K﹤0.01% 6,703
+522
+8%
+$38.7K
$497K﹤0.01% 5,175
-848
-14%
-$81.4K
$497K﹤0.01% 54,669
+4,661
+9%
+$42.4K
$497K﹤0.01% 7,333
+60
+0.8%
+$4.07K
$496K﹤0.01% 8,405
-2,617
-24%
-$154K
$496K﹤0.01% 13,814
+437
+3%
+$15.7K
$496K﹤0.01% 21,061––
$495K﹤0.01% 14,598
+3,294
+29%
+$112K
$495K﹤0.01% 24,382
+140
+0.6%
+$2.84K
$495K﹤0.01%
+9,255
 New
+$495K
1 96979899100148