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
2826
$202K ﹤0.01%
13,715
+723
2827
$202K ﹤0.01%
+794
2828
$202K ﹤0.01%
+4,844
2829
$202K ﹤0.01%
12,727
-25,514
2830
$201K ﹤0.01%
4,439
-5,062
2831
$201K ﹤0.01%
+2,321
2832
$201K ﹤0.01%
390
+20
2833
$201K ﹤0.01%
3,040
-953
2834
$201K ﹤0.01%
2,413
-111
2835
$201K ﹤0.01%
+4,123
2836
$201K ﹤0.01%
+7,462
2837
$200K ﹤0.01%
1,852
+923
2838
$197K ﹤0.01%
+10,042
2839
$197K ﹤0.01%
10,451
+200
2840
$196K ﹤0.01%
14,804
-2,224
2841
$196K ﹤0.01%
23,118
-3,000
2842
$196K ﹤0.01%
+11,655
2843
$194K ﹤0.01%
19,025
+7,700
2844
$193K ﹤0.01%
18,439
+796
2845
$192K ﹤0.01%
12,265
+115
2846
$191K ﹤0.01%
12,481
+2,370
2847
$191K ﹤0.01%
85,870
-2,500
2848
$190K ﹤0.01%
25,557
+8,316
2849
$189K ﹤0.01%
15,494
+196
2850
$189K ﹤0.01%
13,632
112 113
114
115 116