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
2901
$145K ﹤0.01%
10,455
+333
2902
$144K ﹤0.01%
6,283
-958
2903
$144K ﹤0.01%
45,571
+13,507
2904
$143K ﹤0.01%
17,243
+101
2905
$143K ﹤0.01%
11,826
+695
2906
$141K ﹤0.01%
+10,037
2907
$140K ﹤0.01%
12,578
-5,018
2908
$140K ﹤0.01%
+11,607
2909
$140K ﹤0.01%
11,137
-468
2910
$140K ﹤0.01%
+14,777
2911
$138K ﹤0.01%
22,061
+3,504
2912
$138K ﹤0.01%
11,000
-3,000
2913
$138K ﹤0.01%
16,395
-1,800
2914
$137K ﹤0.01%
24,356
+1,188
2915
$137K ﹤0.01%
10,244
+31
2916
$136K ﹤0.01%
11,809
+81
2917
$136K ﹤0.01%
3,681
+888
2918
$135K ﹤0.01%
+10,396
2919
$135K ﹤0.01%
16,458
-4,722
2920
$135K ﹤0.01%
2,575
-994
2921
$135K ﹤0.01%
25,000
2922
$133K ﹤0.01%
31,897
-97
2923
$133K ﹤0.01%
7,259
-4,936
2924
$132K ﹤0.01%
+10,520
2925
$132K ﹤0.01%
11,324
+94
115 116
117
118 119