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
426
$8.38M 0.04%
346,518
-56,908
427
$8.37M 0.04%
313,797
+241,239
428
$8.35M 0.04%
225,080
+36,273
429
$8.33M 0.04%
38,512
-3,493
430
$8.28M 0.04%
411,929
+215,274
431
$8.23M 0.04%
70,578
-35
432
$8.22M 0.04%
116,227
-2,923
433
$8.22M 0.04%
297,091
+14,908
434
$8.15M 0.04%
198,907
+80,507
435
$8.13M 0.04%
80,337
-2,779
436
$8.11M 0.04%
444,834
+33,697
437
$8.11M 0.04%
22,308
+421
438
$8.08M 0.04%
277,902
+232,608
439
$8.06M 0.04%
132,956
+2,902
440
$8.05M 0.04%
132,938
-35,549
441
$8.04M 0.04%
138,465
+4,515
442
$8.01M 0.04%
40,476
+3,554
443
$7.98M 0.04%
77,601
-7,562
444
$7.96M 0.04%
32,631
+4,570
445
$7.93M 0.04%
728,311
+99,699
446
$7.89M 0.04%
45,327
+1,983
447
$7.83M 0.04%
238,141
+17,081
448
$7.82M 0.04%
52,790
+3,849
449
$7.78M 0.04%
190,150
+2,305
450
$7.78M 0.04%
179,717
+8,437
16 17
18
19 20