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
251
$15.8M 0.08%
103,766
+4,397
252
$15.8M 0.08%
240,673
+92,448
253
$15.7M 0.08%
142,491
-11,883
254
$15.5M 0.07%
245,505
-71,919
255
$15.5M 0.07%
145,965
+106,800
256
$15.4M 0.07%
293,729
+107,226
257
$15.3M 0.07%
101,545
+18,841
258
$15.3M 0.07%
56,128
+457
259
$15.3M 0.07%
144,220
-15,431
260
$15.2M 0.07%
405,179
-18,575
261
$15.2M 0.07%
273,814
-11,872
262
$15.1M 0.07%
281,752
-84,902
263
$15.1M 0.07%
205,208
+15,848
264
$15.1M 0.07%
206,410
+4,280
265
$15M 0.07%
137,104
-2,537
266
$15M 0.07%
78,072
+3,080
267
$14.8M 0.07%
247,099
-205,940
268
$14.7M 0.07%
372,161
+87,607
269
$14.6M 0.07%
187,006
+12,728
270
$14.5M 0.07%
129,143
+8,283
271
$14.4M 0.07%
513,204
+189,620
272
$14.4M 0.07%
37,307
+4,501
273
$14.4M 0.07%
242,776
+49,878
274
$14.3M 0.07%
158,209
+20,818
275
$14.3M 0.07%
92,454
+69,367
9 10
11
12 13