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
2676
$235K ﹤0.01%
8,758
+1,735
2677
$234K ﹤0.01%
2,674
+375
2678
$234K ﹤0.01%
2,075
2679
$234K ﹤0.01%
+4,321
2680
$234K ﹤0.01%
+9,531
2681
$234K ﹤0.01%
2,052
+64
2682
$233K ﹤0.01%
+1,872
2683
$233K ﹤0.01%
1,178
+171
2684
$233K ﹤0.01%
+1,985
2685
$232K ﹤0.01%
3,296
+177
2686
$232K ﹤0.01%
5,448
-6,853
2687
$232K ﹤0.01%
+3,765
2688
$232K ﹤0.01%
+4,794
2689
$231K ﹤0.01%
+17,900
2690
$231K ﹤0.01%
+10,916
2691
$231K ﹤0.01%
1,347
+65
2692
$231K ﹤0.01%
+3,994
2693
$230K ﹤0.01%
19,499
+336
2694
$230K ﹤0.01%
+2,472
2695
$230K ﹤0.01%
14,130
-1,900
2696
$230K ﹤0.01%
12,821
+2,549
2697
$230K ﹤0.01%
13,036
+71
2698
$230K ﹤0.01%
13,977
+2,121
2699
$229K ﹤0.01%
+5,895
2700
$229K ﹤0.01%
+3,292
106 107
108
109 110