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
2776
$213K ﹤0.01%
35,756
-1,561
2777
$213K ﹤0.01%
2,105
+12
2778
$213K ﹤0.01%
13,065
+2,923
2779
$212K ﹤0.01%
+1,134
2780
$212K ﹤0.01%
+3,625
2781
$212K ﹤0.01%
12,724
-975
2782
$211K ﹤0.01%
+6,963
2783
$211K ﹤0.01%
2,046
-444
2784
$211K ﹤0.01%
+10,013
2785
$211K ﹤0.01%
1,442
-1,246
2786
$210K ﹤0.01%
3,451
-299
2787
$210K ﹤0.01%
+2,246
2788
$210K ﹤0.01%
4,501
+5
2789
$210K ﹤0.01%
115,760
2790
$210K ﹤0.01%
+7,793
2791
$209K ﹤0.01%
5,385
-301
2792
$209K ﹤0.01%
+9,680
2793
$209K ﹤0.01%
+2,769
2794
$208K ﹤0.01%
4,034
-374
2795
$208K ﹤0.01%
+7,285
2796
$208K ﹤0.01%
15,692
+513
2797
$208K ﹤0.01%
5,282
-2,283
2798
$208K ﹤0.01%
7,058
2799
$207K ﹤0.01%
5,233
-208
2800
$207K ﹤0.01%
+9,311
110 111
112
113 114