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
2526
$278K ﹤0.01%
2,256
+9
2527
$278K ﹤0.01%
+3,064
2528
$278K ﹤0.01%
+9,578
2529
$277K ﹤0.01%
1,771
-15
2530
$277K ﹤0.01%
15,768
+946
2531
$277K ﹤0.01%
6,293
-867
2532
$277K ﹤0.01%
5,353
+847
2533
$277K ﹤0.01%
888
-335
2534
$277K ﹤0.01%
+10,115
2535
$277K ﹤0.01%
7,153
-323
2536
$275K ﹤0.01%
10,369
+2,314
2537
$274K ﹤0.01%
423
-46
2538
$273K ﹤0.01%
22,337
+1,070
2539
$273K ﹤0.01%
8,196
-200
2540
$273K ﹤0.01%
7,711
-509
2541
$273K ﹤0.01%
7,677
-20,742
2542
$272K ﹤0.01%
8,294
+2,122
2543
$272K ﹤0.01%
1,153
2544
$272K ﹤0.01%
+7,631
2545
$270K ﹤0.01%
+8,796
2546
$270K ﹤0.01%
14,083
-374
2547
$270K ﹤0.01%
+30,041
2548
$269K ﹤0.01%
67,292
-3,381
2549
$269K ﹤0.01%
11,247
+980
2550
$269K ﹤0.01%
+4,900
100 101
102
103 104