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
476
$7.35M 0.04%
117,728
+2,310
477
$7.33M 0.04%
82,969
+2,131
478
$7.32M 0.04%
47,401
+4,305
479
$7.31M 0.04%
519,578
+5,892
480
$7.29M 0.03%
47,308
+5,556
481
$7.29M 0.03%
392,663
+12,375
482
$7.25M 0.03%
51,161
-3,479
483
$7.21M 0.03%
178,970
+28,297
484
$7.2M 0.03%
18,850
+913
485
$7.18M 0.03%
297,575
+804
486
$7.16M 0.03%
102,554
+80,410
487
$7.1M 0.03%
72,337
+8,357
488
$7.07M 0.03%
41,062
-893
489
$7.07M 0.03%
87,351
-38,936
490
$7.07M 0.03%
33,218
-2,970
491
$7.05M 0.03%
116,431
-18,845
492
$7.04M 0.03%
14,356
-6,706
493
$7.02M 0.03%
131,929
+23,250
494
$7M 0.03%
151,119
+73,311
495
$6.97M 0.03%
74,774
+37,562
496
$6.9M 0.03%
70,589
+19,688
497
$6.89M 0.03%
52,070
-4,880
498
$6.88M 0.03%
3,600
+35
499
$6.81M 0.03%
33,101
-7,357
500
$6.77M 0.03%
98,275
-49,163
18 19
20
21 22