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
2951
$112K ﹤0.01%
+13,198
2952
$112K ﹤0.01%
11,439
-412
2953
$111K ﹤0.01%
+16,315
2954
$110K ﹤0.01%
26,259
-2,341
2955
$108K ﹤0.01%
10,528
+17
2956
$108K ﹤0.01%
3,419
-995
2957
$108K ﹤0.01%
+695
2958
$108K ﹤0.01%
26,352
+10,188
2959
$107K ﹤0.01%
+16,000
2960
$106K ﹤0.01%
+11,380
2961
$106K ﹤0.01%
25,600
+11,000
2962
$104K ﹤0.01%
10,767
+78
2963
$104K ﹤0.01%
10,600
-27
2964
$104K ﹤0.01%
12,500
2965
$103K ﹤0.01%
+13,429
2966
$102K ﹤0.01%
20,100
2967
$102K ﹤0.01%
11,182
2968
$102K ﹤0.01%
+12,572
2969
$100K ﹤0.01%
10,541
+3,685
2970
$100K ﹤0.01%
467
2971
$99K ﹤0.01%
39,600
-17,156
2972
$97K ﹤0.01%
11,057
2973
$97K ﹤0.01%
+18
2974
$96K ﹤0.01%
27,963
+4,876
2975
$95K ﹤0.01%
+531
117 118
119
120 121