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
2651
$242K ﹤0.01%
+8,800
2652
$241K ﹤0.01%
12,919
-1,693
2653
$241K ﹤0.01%
+1,972
2654
$241K ﹤0.01%
9,886
-2,720
2655
$241K ﹤0.01%
4,939
-529
2656
$240K ﹤0.01%
+10,852
2657
$240K ﹤0.01%
3,748
+102
2658
$240K ﹤0.01%
+9,087
2659
$240K ﹤0.01%
12,165
+400
2660
$239K ﹤0.01%
+1,755
2661
$239K ﹤0.01%
3,781
+214
2662
$239K ﹤0.01%
50,247
+504
2663
$239K ﹤0.01%
+10,100
2664
$239K ﹤0.01%
8,439
+877
2665
$238K ﹤0.01%
6,586
-165
2666
$238K ﹤0.01%
28,332
+1,670
2667
$238K ﹤0.01%
11,956
-1,480
2668
$237K ﹤0.01%
8,928
-1,283
2669
$237K ﹤0.01%
5,218
-939
2670
$237K ﹤0.01%
+3,411
2671
$237K ﹤0.01%
+4,805
2672
$236K ﹤0.01%
+15,205
2673
$235K ﹤0.01%
16,358
+1,655
2674
$235K ﹤0.01%
3,146
+9
2675
$235K ﹤0.01%
15,158
+1,305
105 106
107
108 109