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
26
$103M 0.49%
844,080
+33,020
27
$103M 0.49%
+3,800,227
28
$101M 0.48%
731,564
+37,700
29
$100M 0.48%
870,412
+8,371
30
$100M 0.48%
1,986,755
+130,208
31
$99.7M 0.48%
440,208
+7,659
32
$96.7M 0.46%
771,560
+5,880
33
$95.3M 0.46%
407,592
-4,761
34
$94.8M 0.45%
1,053,607
+37,744
35
$93.5M 0.45%
268,902
+13,480
36
$92.7M 0.44%
1,725,570
+194,535
37
$90.5M 0.43%
582,137
+46,397
38
$90.3M 0.43%
611,527
-1,087
39
$89.1M 0.43%
506,758
+26,033
40
$85.4M 0.41%
518,647
-4,723
41
$83.4M 0.4%
651,694
+40,680
42
$82M 0.39%
796,022
-122,278
43
$81.8M 0.39%
494,105
+7,883
44
$81.5M 0.39%
1,078,434
-29,118
45
$79.2M 0.38%
586,650
+5,157
46
$77.7M 0.37%
1,456,429
+29,339
47
$77.5M 0.37%
1,159,324
-59,973
48
$75.2M 0.36%
1,004,027
+86,485
49
$74.6M 0.36%
555,291
-14,481
50
$74.3M 0.36%
709,554
+40,632
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