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
2801
$207K ﹤0.01%
+2,192
2802
$207K ﹤0.01%
+3,960
2803
$206K ﹤0.01%
+3,865
2804
$206K ﹤0.01%
+6,017
2805
$206K ﹤0.01%
6,844
-8,089
2806
$205K ﹤0.01%
5,042
-40
2807
$205K ﹤0.01%
1,409
-2,045
2808
$205K ﹤0.01%
5,432
+418
2809
$205K ﹤0.01%
1,079
-920
2810
$205K ﹤0.01%
+4,076
2811
$205K ﹤0.01%
+4,247
2812
$205K ﹤0.01%
+21,382
2813
$204K ﹤0.01%
595
+52
2814
$204K ﹤0.01%
+7,071
2815
$204K ﹤0.01%
+5,446
2816
$203K ﹤0.01%
7,576
-40,071
2817
$203K ﹤0.01%
657
-2,235
2818
$203K ﹤0.01%
1,655
-943
2819
$203K ﹤0.01%
+3,052
2820
$203K ﹤0.01%
11,264
-1,447
2821
$203K ﹤0.01%
1,160
+400
2822
$202K ﹤0.01%
22,715
+2,140
2823
$202K ﹤0.01%
7,922
-2,671
2824
$202K ﹤0.01%
+3,245
2825
$202K ﹤0.01%
22,228
+2,675
111 112
113
114 115