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
501
$6.75M 0.03%
49,477
-4,668
502
$6.72M 0.03%
88,607
-9,302
503
$6.71M 0.03%
93,498
+5,378
504
$6.67M 0.03%
18,286
+1,656
505
$6.66M 0.03%
256,947
+218,908
506
$6.65M 0.03%
255,716
+105,280
507
$6.65M 0.03%
11,898
+417
508
$6.58M 0.03%
59,834
+11,742
509
$6.56M 0.03%
402,859
+17,274
510
$6.55M 0.03%
197,491
+3,149
511
$6.51M 0.03%
64,826
+5,831
512
$6.5M 0.03%
69,779
-7,237
513
$6.5M 0.03%
122,057
-43,361
514
$6.4M 0.03%
82,722
-3,504
515
$6.31M 0.03%
79,114
+6,849
516
$6.3M 0.03%
26,037
+6,372
517
$6.29M 0.03%
86,459
+5,928
518
$6.29M 0.03%
142,295
+29,779
519
$6.29M 0.03%
58,635
-773
520
$6.28M 0.03%
129,198
+34,232
521
$6.26M 0.03%
153,443
+14,401
522
$6.26M 0.03%
183,151
+19,138
523
$6.25M 0.03%
144,854
-4,563
524
$6.24M 0.03%
78,974
+619
525
$6.23M 0.03%
30,246
-1,670
19 20
21
22 23