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
2701
$229K ﹤0.01%
6,205
-4,962
2702
$229K ﹤0.01%
+3,971
2703
$229K ﹤0.01%
1,306
-70
2704
$228K ﹤0.01%
+5,260
2705
$228K ﹤0.01%
+7,571
2706
$227K ﹤0.01%
8,710
-6
2707
$227K ﹤0.01%
23,003
-17,000
2708
$227K ﹤0.01%
+8,040
2709
$227K ﹤0.01%
+17,100
2710
$227K ﹤0.01%
+4,499
2711
$227K ﹤0.01%
9,196
+437
2712
$227K ﹤0.01%
12,112
-31
2713
$226K ﹤0.01%
13,213
+71
2714
$226K ﹤0.01%
4,655
2715
$226K ﹤0.01%
+1,837
2716
$226K ﹤0.01%
4,827
-608
2717
$226K ﹤0.01%
3,224
-251
2718
$226K ﹤0.01%
2,220
+100
2719
$226K ﹤0.01%
+5,409
2720
$224K ﹤0.01%
4,158
-425
2721
$224K ﹤0.01%
15,189
+783
2722
$224K ﹤0.01%
17,477
2723
$224K ﹤0.01%
6,237
-279
2724
$224K ﹤0.01%
+1,532
2725
$223K ﹤0.01%
4,539
-46
107 108
109
110 111