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
2576
$261K ﹤0.01%
7,886
-136
2577
$261K ﹤0.01%
3,449
-6,958
2578
$261K ﹤0.01%
1,332
+69
2579
$260K ﹤0.01%
+2,280
2580
$260K ﹤0.01%
43,916
-74,106
2581
$259K ﹤0.01%
18,452
-1,781
2582
$259K ﹤0.01%
8,017
2583
$258K ﹤0.01%
14,700
2584
$258K ﹤0.01%
+8,769
2585
$258K ﹤0.01%
+4,701
2586
$258K ﹤0.01%
+9,200
2587
$258K ﹤0.01%
9,405
+284
2588
$257K ﹤0.01%
+4,146
2589
$257K ﹤0.01%
+5,865
2590
$255K ﹤0.01%
2,603
+64
2591
$255K ﹤0.01%
11,062
-1,077
2592
$255K ﹤0.01%
5,856
+1,522
2593
$254K ﹤0.01%
33,145
+1
2594
$254K ﹤0.01%
+12,400
2595
$254K ﹤0.01%
+9,976
2596
$254K ﹤0.01%
3,474
2597
$253K ﹤0.01%
+11,808
2598
$253K ﹤0.01%
6,326
-74
2599
$253K ﹤0.01%
5,191
+114
2600
$253K ﹤0.01%
55,029
102 103
104
105 106