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
2726
$223K ﹤0.01%
22,736
+3,047
2727
$223K ﹤0.01%
1,300
2728
$223K ﹤0.01%
+6,674
2729
$222K ﹤0.01%
2,888
-511
2730
$222K ﹤0.01%
4,540
-200
2731
$221K ﹤0.01%
7,413
-987
2732
$221K ﹤0.01%
30,899
+2,713
2733
$221K ﹤0.01%
4,534
+16
2734
$221K ﹤0.01%
5,482
-9,612
2735
$221K ﹤0.01%
15,490
2736
$221K ﹤0.01%
48
+21
2737
$220K ﹤0.01%
4,752
-28
2738
$220K ﹤0.01%
11,174
-1,482
2739
$219K ﹤0.01%
16,178
+7
2740
$219K ﹤0.01%
+7,120
2741
$219K ﹤0.01%
6,189
-223
2742
$219K ﹤0.01%
10,460
-2,686
2743
$219K ﹤0.01%
+636
2744
$219K ﹤0.01%
4,183
-697
2745
$218K ﹤0.01%
5,683
-763
2746
$218K ﹤0.01%
1,115
-164
2747
$218K ﹤0.01%
+2,885
2748
$218K ﹤0.01%
4,459
-34,278
2749
$218K ﹤0.01%
+851
2750
$218K ﹤0.01%
19,073
+2,644
108 109
110
111 112