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
301
$13.1M 0.06%
93,707
-24,847
302
$13.1M 0.06%
153,555
+542
303
$12.9M 0.06%
43,641
+4,494
304
$12.8M 0.06%
128,818
+17,451
305
$12.7M 0.06%
302,333
+33,728
306
$12.7M 0.06%
136,848
+6,132
307
$12.5M 0.06%
1,146,505
+511,738
308
$12.5M 0.06%
203,360
-287,476
309
$12.5M 0.06%
257,078
-22,829
310
$12.4M 0.06%
116,840
+18,893
311
$12.4M 0.06%
206,706
+107,967
312
$12.3M 0.06%
257,765
+16,915
313
$12.3M 0.06%
5,606
+149
314
$12.2M 0.06%
237,150
-81,530
315
$12.1M 0.06%
+470,535
316
$12.1M 0.06%
111,768
-7,558
317
$12.1M 0.06%
333,146
+37,606
318
$12M 0.06%
271,330
+206,950
319
$12M 0.06%
99,918
+6,327
320
$12M 0.06%
410,587
+349,148
321
$11.9M 0.06%
74,864
+2,645
322
$11.9M 0.06%
50,038
-20,251
323
$11.9M 0.06%
30,175
+214
324
$11.8M 0.06%
+21,490
325
$11.8M 0.06%
209,923
+7,689
11 12
13
14 15