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
3026
$50K ﹤0.01%
+500
3027
$49K ﹤0.01%
20,000
+6,000
3028
$48K ﹤0.01%
12,997
+787
3029
$45K ﹤0.01%
1,688
-234
3030
$45K ﹤0.01%
3,949
-178
3031
$41K ﹤0.01%
20,000
3032
$39K ﹤0.01%
406
-3
3033
$39K ﹤0.01%
10,804
-5,000
3034
$39K ﹤0.01%
1,205
-145
3035
$39K ﹤0.01%
10,130
-2,000
3036
$36K ﹤0.01%
1,925
-188
3037
$36K ﹤0.01%
12,310
+2,310
3038
$35K ﹤0.01%
68
3039
$35K ﹤0.01%
+1,221
3040
$34K ﹤0.01%
+4
3041
$34K ﹤0.01%
+750
3042
$34K ﹤0.01%
+11,365
3043
$33K ﹤0.01%
1,209
3044
$32K ﹤0.01%
12,488
+51
3045
$31K ﹤0.01%
+1,287
3046
$30K ﹤0.01%
+85
3047
$28K ﹤0.01%
10,000
3048
$28K ﹤0.01%
12,515
+270
3049
$27K ﹤0.01%
+10,200
3050
$26K ﹤0.01%
10,000
-4,400
120 121
122
123 124