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
2976
$93K ﹤0.01%
+11,166
2977
$92K ﹤0.01%
+34,600
2978
$92K ﹤0.01%
1,742
-53
2979
$91K ﹤0.01%
+750
2980
$91K ﹤0.01%
11,010
+10
2981
$91K ﹤0.01%
+11,050
2982
$90K ﹤0.01%
13,500
2983
$90K ﹤0.01%
10,783
-438
2984
$88K ﹤0.01%
10,300
-7,595
2985
$88K ﹤0.01%
2,482
+562
2986
$87K ﹤0.01%
60,000
2987
$85K ﹤0.01%
11,098
-260
2988
$82K ﹤0.01%
1,001
-604
2989
$82K ﹤0.01%
11,500
+400
2990
$82K ﹤0.01%
20,000
2991
$81K ﹤0.01%
+11,340
2992
$80K ﹤0.01%
26,800
-300
2993
$80K ﹤0.01%
+5,383
2994
$79K ﹤0.01%
+20,189
2995
$78K ﹤0.01%
+10,794
2996
$77K ﹤0.01%
+14,101
2997
$77K ﹤0.01%
+40,000
2998
$71K ﹤0.01%
926
+85
2999
$70K ﹤0.01%
834
+11
3000
$69K ﹤0.01%
17,813
-828
118 119
120
121 122