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
3001
$69K ﹤0.01%
13,024
-51
3002
$68K ﹤0.01%
3,488
-8,045
3003
$68K ﹤0.01%
+637
3004
$67K ﹤0.01%
40,000
3005
$67K ﹤0.01%
+10,605
3006
$66K ﹤0.01%
3,455
-167
3007
$65K ﹤0.01%
10,928
-3,135
3008
$64K ﹤0.01%
+694
3009
$64K ﹤0.01%
13,378
-1,770
3010
$64K ﹤0.01%
+10,584
3011
$63K ﹤0.01%
24,400
3012
$63K ﹤0.01%
+14,645
3013
$59K ﹤0.01%
2,294
-299
3014
$57K ﹤0.01%
+10,000
3015
$57K ﹤0.01%
+11,934
3016
$55K ﹤0.01%
721
+94
3017
$55K ﹤0.01%
639
-840
3018
$55K ﹤0.01%
+11,418
3019
$53K ﹤0.01%
+11,274
3020
$53K ﹤0.01%
+10,711
3021
$52K ﹤0.01%
14,311
+294
3022
$51K ﹤0.01%
21,579
-792
3023
$51K ﹤0.01%
21,466
+6,064
3024
$51K ﹤0.01%
12,920
+1,722
3025
$50K ﹤0.01%
17,719
+1,956
119 120
121
122 123