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
2851
$187K ﹤0.01%
+11,154
2852
$186K ﹤0.01%
10,252
-1,050
2853
$186K ﹤0.01%
+1,502
2854
$185K ﹤0.01%
+12,268
2855
$184K ﹤0.01%
89,185
+20,000
2856
$184K ﹤0.01%
+11,210
2857
$183K ﹤0.01%
19,355
+2,288
2858
$182K ﹤0.01%
14,024
-20
2859
$181K ﹤0.01%
16,331
-2,061
2860
$180K ﹤0.01%
4,485
+60
2861
$180K ﹤0.01%
+22,620
2862
$180K ﹤0.01%
47,480
-13,640
2863
$179K ﹤0.01%
10,632
-3,085
2864
$177K ﹤0.01%
472
+133
2865
$177K ﹤0.01%
+17,367
2866
$177K ﹤0.01%
686
-2
2867
$175K ﹤0.01%
+21,825
2868
$175K ﹤0.01%
16,813
-2,651
2869
$173K ﹤0.01%
17,100
-500
2870
$170K ﹤0.01%
+11,067
2871
$170K ﹤0.01%
1,969
-207
2872
$170K ﹤0.01%
15,870
-39,682
2873
$169K ﹤0.01%
12,614
2874
$169K ﹤0.01%
10,810
-2,313
2875
$168K ﹤0.01%
15,603
-11,262
113 114
115
116 117