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
3051
$26K ﹤0.01%
14,319
3052
$26K ﹤0.01%
+39,007
3053
$25K ﹤0.01%
10,000
3054
$23K ﹤0.01%
15,499
3055
$23K ﹤0.01%
21,975
3056
$22K ﹤0.01%
1,157
3057
$21K ﹤0.01%
30,765
3058
– –
0
3059
$20K ﹤0.01%
3
-1
3060
$18K ﹤0.01%
308
+21
3061
$18K ﹤0.01%
14,000
3062
$17K ﹤0.01%
17,210
3063
$16K ﹤0.01%
33,100
+18,000
3064
$15K ﹤0.01%
+277
3065
$15K ﹤0.01%
13,559
3066
$14K ﹤0.01%
10,550
3067
$14K ﹤0.01%
9
+1
3068
$11K ﹤0.01%
510
3069
$10K ﹤0.01%
+995
3070
$9K ﹤0.01%
+1,428
3071
$8K ﹤0.01%
+1
3072
$6K ﹤0.01%
6
3073
$5K ﹤0.01%
+46,610
3074
– –
-11,148
3075
– –
-2,311
121 122
123
124 125