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
376
$9.74M 0.05%
138,717
-56,748
377
$9.73M 0.05%
533,721
+104,733
378
$9.72M 0.05%
94,873
+1,042
379
$9.71M 0.05%
231,558
+64,524
380
$9.71M 0.05%
43,432
+1,550
381
$9.7M 0.05%
226,479
+17,186
382
$9.68M 0.05%
182,362
+1,894
383
$9.63M 0.05%
456,355
-15,845
384
$9.57M 0.05%
229,785
-1,972
385
$9.56M 0.05%
238,890
+115,567
386
$9.52M 0.05%
112,532
+2,763
387
$9.45M 0.05%
116,541
+75,669
388
$9.4M 0.05%
40,012
-11,721
389
$9.31M 0.04%
264,489
+54,114
390
$9.28M 0.04%
11,143,288
-1,110,980
391
$9.24M 0.04%
24,340
+3,446
392
$9.19M 0.04%
95,494
+2,774
393
$9.12M 0.04%
202,366
+26,045
394
$9.11M 0.04%
46,450
-6,378
395
$9.07M 0.04%
189,033
+52,567
396
$9.04M 0.04%
172,508
+5,464
397
$9.01M 0.04%
45,385
-3,111
398
$9M 0.04%
157,950
+1,893
399
$8.99M 0.04%
102,763
+5,679
400
$8.95M 0.04%
252,097
+32,550
14 15
16
17 18