Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.9B
AUM Growth
+$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,219
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$103M
3
+$36.3M
4
FSK icon
FS KKR Capital
FSK
+$36.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$34.6M

Top Sells

1
+$17.7M
2
+$15.4M
3
+$15.2M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$15.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.2M

Sector Composition

1 Technology 9.32%
2 Consumer Discretionary 5.02%
3 Financials 4.83%
4 Healthcare 4.11%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.5M 0.09%
186,915
-3,821
227
$18.4M 0.09%
406,665
+6,941
228
$18.4M 0.09%
705,912
+54,945
229
$18.4M 0.09%
707,032
+65,160
230
$18.1M 0.09%
157,415
+17,800
231
$18M 0.09%
268,512
-32,454
232
$17.7M 0.08%
115,186
-97,974
233
$17.7M 0.08%
38,635
+4,291
234
$17.7M 0.08%
+50,207
235
$17.6M 0.08%
134,416
+62,122
236
$17.4M 0.08%
553,433
-115,170
237
$17.3M 0.08%
340,675
+11,522
238
$17.3M 0.08%
317,118
-5,690
239
$17M 0.08%
565,512
+116,306
240
$17M 0.08%
333,875
+162,576
241
$16.9M 0.08%
+190,898
242
$16.9M 0.08%
266,976
+14,870
243
$16.8M 0.08%
800,672
+20,232
244
$16.7M 0.08%
243,665
+39,384
245
$16.4M 0.08%
512,164
+5,023
246
$16.3M 0.08%
169,716
+113,800
247
$16.2M 0.08%
250,164
+3,382
248
$16.1M 0.08%
129,343
+2,774
249
$15.9M 0.08%
227,955
-86,792
250
$15.9M 0.08%
111,622
+4,519
8 9
10
11 12