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
2751
$218K ﹤0.01%
931
+18
2752
$218K ﹤0.01%
+4,576
2753
$217K ﹤0.01%
6,660
+173
2754
$217K ﹤0.01%
+3,363
2755
$217K ﹤0.01%
+2,681
2756
$216K ﹤0.01%
3,889
+51
2757
$216K ﹤0.01%
1,466
-4,988
2758
$216K ﹤0.01%
2,850
2759
$216K ﹤0.01%
+5,775
2760
$216K ﹤0.01%
15,289
+26
2761
$215K ﹤0.01%
+4,853
2762
$215K ﹤0.01%
27,681
-14,618
2763
$215K ﹤0.01%
30,140
+6,122
2764
$215K ﹤0.01%
+1,585
2765
$215K ﹤0.01%
+6,693
2766
$215K ﹤0.01%
4,070
+39
2767
$214K ﹤0.01%
9,759
2768
$214K ﹤0.01%
257
-37
2769
$214K ﹤0.01%
+4,140
2770
$214K ﹤0.01%
+7,866
2771
$214K ﹤0.01%
+4,368
2772
$213K ﹤0.01%
4,073
-9,653
2773
$213K ﹤0.01%
1,862
-851
2774
$213K ﹤0.01%
9,182
-1,998
2775
$213K ﹤0.01%
15,818
-902
109 110
111
112 113