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
401
$8.95M 0.04%
83,742
-3,598
402
$8.94M 0.04%
223,254
+23,396
403
$8.92M 0.04%
455,396
+30,399
404
$8.91M 0.04%
53,943
+3,293
405
$8.9M 0.04%
455,589
+39,248
406
$8.87M 0.04%
145,643
+10,822
407
$8.87M 0.04%
162,967
+5,524
408
$8.84M 0.04%
85,321
+6,810
409
$8.81M 0.04%
214,668
-16,438
410
$8.76M 0.04%
110,901
+9,416
411
$8.76M 0.04%
174,780
+25,293
412
$8.74M 0.04%
36,855
+4,694
413
$8.73M 0.04%
166,614
+35,479
414
$8.73M 0.04%
+34,451
415
$8.71M 0.04%
192,908
+52,522
416
$8.71M 0.04%
102,488
+11,981
417
$8.71M 0.04%
133,988
-53,052
418
$8.65M 0.04%
828,031
+13,876
419
$8.64M 0.04%
184,887
+33,974
420
$8.51M 0.04%
233,624
+55,867
421
$8.47M 0.04%
20,409
+7,863
422
$8.47M 0.04%
232,647
+14,225
423
$8.43M 0.04%
62,274
-18,836
424
$8.43M 0.04%
339,513
+41,323
425
$8.39M 0.04%
35,858
+1,331
15 16
17
18 19