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
451
$7.77M 0.04%
140,520
+9,816
452
$7.75M 0.04%
119,731
-5,739
453
$7.75M 0.04%
46,622
-1,738
454
$7.74M 0.04%
148,283
-17,952
455
$7.74M 0.04%
31,930
+382
456
$7.74M 0.04%
177,945
-120,768
457
$7.72M 0.04%
94,878
-3,394
458
$7.71M 0.04%
109,400
-5,818
459
$7.7M 0.04%
89,333
-9,363
460
$7.64M 0.04%
153,880
-6,260
461
$7.63M 0.04%
63,878
+10,340
462
$7.62M 0.04%
142,379
+54,268
463
$7.61M 0.04%
298,871
+33,833
464
$7.55M 0.04%
340,347
+30,315
465
$7.54M 0.04%
97,005
+3,166
466
$7.52M 0.04%
171,156
+17,423
467
$7.51M 0.04%
321,471
+2,546
468
$7.5M 0.04%
26,088
+1,961
469
$7.49M 0.04%
92,390
+839
470
$7.48M 0.04%
+130,632
471
$7.48M 0.04%
111,132
+5,916
472
$7.48M 0.04%
388,465
+159,224
473
$7.45M 0.04%
159,957
+6,500
474
$7.42M 0.04%
110,032
+30,201
475
$7.36M 0.04%
139,831
-10,471
17 18
19
20 21