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
2476
$297K ﹤0.01%
+7,302
2477
$297K ﹤0.01%
2,335
+788
2478
$296K ﹤0.01%
1,299
-39
2479
$296K ﹤0.01%
3,292
+25
2480
$296K ﹤0.01%
7,735
+1,535
2481
$295K ﹤0.01%
8,494
+1,400
2482
$295K ﹤0.01%
5,752
+425
2483
$295K ﹤0.01%
39,000
+109
2484
$294K ﹤0.01%
12,056
-294
2485
$294K ﹤0.01%
6,502
+573
2486
$294K ﹤0.01%
4,948
-990
2487
$294K ﹤0.01%
31,503
+2,531
2488
$293K ﹤0.01%
6,344
+907
2489
$292K ﹤0.01%
8,553
+700
2490
$291K ﹤0.01%
3,285
+150
2491
$291K ﹤0.01%
+5,666
2492
$290K ﹤0.01%
2,972
-537
2493
$290K ﹤0.01%
43,381
+15,675
2494
$289K ﹤0.01%
+7,061
2495
$289K ﹤0.01%
4,133
+306
2496
$289K ﹤0.01%
5,334
+580
2497
$289K ﹤0.01%
10,521
-587
2498
$288K ﹤0.01%
13,105
+4,753
2499
$287K ﹤0.01%
3,640
+591
2500
$287K ﹤0.01%
31,211
+387
98 99
100
101 102