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
326
$11.8M 0.06%
201,756
-106,050
327
$11.7M 0.06%
233,291
-34,641
328
$11.4M 0.05%
42,379
+1,895
329
$11.4M 0.05%
286,741
+13,013
330
$11.4M 0.05%
37,083
+882
331
$11.3M 0.05%
153,048
+6,450
332
$11.3M 0.05%
277,525
+11,152
333
$11.3M 0.05%
158,393
+3,360
334
$11.2M 0.05%
202,356
+5,318
335
$11.2M 0.05%
83,833
+591
336
$11.2M 0.05%
215,843
+2,642
337
$11.2M 0.05%
179,157
+12,503
338
$11.1M 0.05%
298,630
-5,035
339
$11.1M 0.05%
468,283
+200,881
340
$11M 0.05%
57,772
-664
341
$11M 0.05%
159,700
-303
342
$10.9M 0.05%
119,140
-6,801
343
$10.8M 0.05%
156,355
+55,484
344
$10.8M 0.05%
165,770
-9,340
345
$10.8M 0.05%
373,972
-380
346
$10.7M 0.05%
494,317
-3,072
347
$10.7M 0.05%
69,786
+37,297
348
$10.6M 0.05%
57,128
+4,074
349
$10.6M 0.05%
210,677
-51,687
350
$10.6M 0.05%
40,381
-4,918
12 13
14
15 16