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
276
$14.3M 0.07%
452,349
+92,142
277
$14.2M 0.07%
34
+1
278
$14.2M 0.07%
143,301
+2,475
279
$14.2M 0.07%
273,994
+16,069
280
$14.1M 0.07%
323,609
+200,608
281
$14.1M 0.07%
450,638
+89,258
282
$14.1M 0.07%
237,648
-18,952
283
$14M 0.07%
292,526
+78,136
284
$14M 0.07%
804,870
+25,764
285
$14M 0.07%
+44,536
286
$14M 0.07%
309,733
-3,024
287
$14M 0.07%
220,852
+22,315
288
$13.7M 0.07%
224,315
+5,541
289
$13.6M 0.07%
285,500
+12,540
290
$13.5M 0.06%
510,515
+6,786
291
$13.5M 0.06%
174,081
+11,361
292
$13.5M 0.06%
139,353
+5,602
293
$13.5M 0.06%
180,639
+7,815
294
$13.4M 0.06%
987,214
+700,586
295
$13.4M 0.06%
304,308
+12,288
296
$13.3M 0.06%
44,685
+1,266
297
$13.3M 0.06%
196,948
+14,597
298
$13.3M 0.06%
518,634
-219,992
299
$13.2M 0.06%
244,438
-63,373
300
$13.2M 0.06%
153,249
+31,478
10 11
12
13 14