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
2626
$246K ﹤0.01%
31,124
-20,900
2627
$246K ﹤0.01%
6,264
2628
$246K ﹤0.01%
5,911
-15,825
2629
$246K ﹤0.01%
+3,187
2630
$246K ﹤0.01%
2,700
-471
2631
$246K ﹤0.01%
13,209
+1,527
2632
$246K ﹤0.01%
6,103
2633
$246K ﹤0.01%
7,530
-164
2634
$246K ﹤0.01%
6,781
-3,647
2635
$245K ﹤0.01%
+11,491
2636
$245K ﹤0.01%
2,910
+101
2637
$245K ﹤0.01%
+15,068
2638
$245K ﹤0.01%
11,622
-1,966
2639
$245K ﹤0.01%
+10,667
2640
$245K ﹤0.01%
374
-23
2641
$244K ﹤0.01%
4,994
+270
2642
$244K ﹤0.01%
16,957
+477
2643
$244K ﹤0.01%
12,414
+515
2644
$244K ﹤0.01%
2,535
+374
2645
$243K ﹤0.01%
9,617
+6
2646
$243K ﹤0.01%
+17,578
2647
$243K ﹤0.01%
1,949
-177
2648
$243K ﹤0.01%
3,369
+224
2649
$242K ﹤0.01%
8,565
2650
$242K ﹤0.01%
+2,658
104 105
106
107 108