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
2501
$287K ﹤0.01%
1,961
-52
2502
$287K ﹤0.01%
2,548
+578
2503
$287K ﹤0.01%
4,925
-1,357
2504
$286K ﹤0.01%
+5,015
2505
$286K ﹤0.01%
23,101
-2,964
2506
$286K ﹤0.01%
27,508
+8,469
2507
$284K ﹤0.01%
4,368
+636
2508
$284K ﹤0.01%
1,122
-43
2509
$284K ﹤0.01%
5,306
-2,966
2510
$284K ﹤0.01%
3,638
+145
2511
$283K ﹤0.01%
+12,912
2512
$283K ﹤0.01%
9,101
-13
2513
$282K ﹤0.01%
+7,668
2514
$282K ﹤0.01%
7,441
-522
2515
$282K ﹤0.01%
3,700
+226
2516
$282K ﹤0.01%
11,097
-13,912
2517
$282K ﹤0.01%
10,688
-322
2518
$281K ﹤0.01%
20,927
+1,968
2519
$280K ﹤0.01%
6,035
-17
2520
$280K ﹤0.01%
2,470
+90
2521
$280K ﹤0.01%
+4,134
2522
$280K ﹤0.01%
10
+1
2523
$279K ﹤0.01%
7,182
-11,497
2524
$279K ﹤0.01%
9,552
-402
2525
$278K ﹤0.01%
12,667
-68,645
99 100
101
102 103