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
351
$10.6M 0.05%
90,455
+9,442
352
$10.6M 0.05%
400,270
+17,410
353
$10.5M 0.05%
280,789
+48,220
354
$10.5M 0.05%
44,476
-54,825
355
$10.5M 0.05%
201,121
+36,244
356
$10.5M 0.05%
114,160
+4,537
357
$10.5M 0.05%
+121,903
358
$10.3M 0.05%
40,445
+5,623
359
$10.3M 0.05%
120,699
+34,181
360
$10.3M 0.05%
309,480
+190,932
361
$10.2M 0.05%
54,176
+2,253
362
$10.2M 0.05%
372,912
+99,098
363
$10.2M 0.05%
52,079
-597
364
$10.1M 0.05%
200,007
+8,711
365
$10.1M 0.05%
192,074
+43,877
366
$10M 0.05%
117,222
-1,926
367
$10M 0.05%
+90,318
368
$10M 0.05%
37,699
+844
369
$9.94M 0.05%
861,727
+35,956
370
$9.94M 0.05%
319,083
+23,409
371
$9.92M 0.05%
459,576
-6,507
372
$9.86M 0.05%
+174,988
373
$9.79M 0.05%
153,514
-5,577
374
$9.78M 0.05%
242,495
-6,440
375
$9.75M 0.05%
428,007
+61,809
13 14
15
16 17