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
2601
$253K ﹤0.01%
6,800
-411
2602
$252K ﹤0.01%
1,793
-55
2603
$251K ﹤0.01%
7,408
+197
2604
$251K ﹤0.01%
14,238
-3,862
2605
$251K ﹤0.01%
4,965
-300
2606
$251K ﹤0.01%
19,662
+6,009
2607
$251K ﹤0.01%
9,462
+593
2608
$250K ﹤0.01%
34,780
+4,963
2609
$250K ﹤0.01%
+8,924
2610
$250K ﹤0.01%
13,142
-5,783
2611
$249K ﹤0.01%
7,658
-6,149
2612
$249K ﹤0.01%
37,819
+3,855
2613
$249K ﹤0.01%
+10,794
2614
$249K ﹤0.01%
+15,540
2615
$248K ﹤0.01%
1,889
+1
2616
$248K ﹤0.01%
29,879
+7,867
2617
$248K ﹤0.01%
+4,780
2618
$248K ﹤0.01%
+5,233
2619
$247K ﹤0.01%
7,778
-1,599
2620
$247K ﹤0.01%
+5,744
2621
$247K ﹤0.01%
10,711
+426
2622
$246K ﹤0.01%
6,830
+47
2623
$246K ﹤0.01%
14,269
+2,424
2624
$246K ﹤0.01%
+11,478
2625
$246K ﹤0.01%
+8,189
103 104
105
106 107