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
2876
$168K ﹤0.01%
12,293
-1,287
2877
$167K ﹤0.01%
12,218
+453
2878
$166K ﹤0.01%
3,025
+35
2879
$166K ﹤0.01%
96
2880
$165K ﹤0.01%
32,088
-4,329
2881
$164K ﹤0.01%
18,500
-1,000
2882
$164K ﹤0.01%
12,734
+91
2883
$163K ﹤0.01%
11,819
+2,060
2884
$163K ﹤0.01%
37,288
-3,916
2885
$162K ﹤0.01%
+16,244
2886
$161K ﹤0.01%
18,848
+318
2887
$161K ﹤0.01%
+10,480
2888
$160K ﹤0.01%
13,100
-50
2889
$160K ﹤0.01%
12,243
-1,331
2890
– –
0
2891
$156K ﹤0.01%
35
+2
2892
$153K ﹤0.01%
14,313
+20
2893
$153K ﹤0.01%
+10,586
2894
$152K ﹤0.01%
11,614
-2,227
2895
$151K ﹤0.01%
11,607
+130
2896
$150K ﹤0.01%
14,704
-50,317
2897
$148K ﹤0.01%
+10,138
2898
$147K ﹤0.01%
2,013
-80
2899
$146K ﹤0.01%
11,586
-21
2900
$145K ﹤0.01%
+14,991
114 115
116
117 118