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
2551
$268K ﹤0.01%
+3,230
2552
$268K ﹤0.01%
+7,760
2553
$268K ﹤0.01%
+3,193
2554
$267K ﹤0.01%
+6,527
2555
$267K ﹤0.01%
7,951
+65
2556
$267K ﹤0.01%
2,330
-50
2557
$267K ﹤0.01%
12,266
+1,464
2558
$267K ﹤0.01%
48,725
+12,700
2559
$266K ﹤0.01%
+2,269
2560
$266K ﹤0.01%
6,358
+1,360
2561
$265K ﹤0.01%
28,392
-1,558
2562
$265K ﹤0.01%
7,300
+455
2563
$265K ﹤0.01%
10,217
+3,646
2564
$264K ﹤0.01%
+9,888
2565
$264K ﹤0.01%
8,885
-1,944
2566
$264K ﹤0.01%
+4,683
2567
$263K ﹤0.01%
44,623
+612
2568
$263K ﹤0.01%
7,267
+224
2569
$263K ﹤0.01%
4,264
-363
2570
$263K ﹤0.01%
+3,404
2571
$263K ﹤0.01%
17,275
+157
2572
$263K ﹤0.01%
9,026
2573
$262K ﹤0.01%
28,055
+2,499
2574
$262K ﹤0.01%
16,655
2575
$262K ﹤0.01%
+6,390
101 102
103
104 105