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
526
$6.22M 0.03%
191,868
-2,883
527
$6.22M 0.03%
100,320
+73,533
528
$6.21M 0.03%
112,041
-2,760
529
$6.21M 0.03%
75,401
+4,358
530
$6.2M 0.03%
56,203
+14,271
531
$6.2M 0.03%
199,850
+19,350
532
$6.15M 0.03%
78,750
+19,662
533
$6.13M 0.03%
164,685
+15,770
534
$6.1M 0.03%
68,577
-941
535
$6.08M 0.03%
33,813
-9,611
536
$6.02M 0.03%
44,128
+1,824
537
$6.02M 0.03%
118,754
+109,631
538
$6.01M 0.03%
62,125
+26,240
539
$6M 0.03%
93,563
+2,192
540
$6M 0.03%
20,745
+2,091
541
$5.96M 0.03%
45,619
+3,347
542
$5.95M 0.03%
139,565
+29,606
543
$5.93M 0.03%
204,390
-3,060
544
$5.91M 0.03%
77,218
+17,322
545
$5.89M 0.03%
64,656
+6,196
546
$5.88M 0.03%
+168,366
547
$5.85M 0.03%
44,880
-5,562
548
$5.85M 0.03%
+56,481
549
$5.83M 0.03%
95,949
-24,143
550
$5.82M 0.03%
103,332
+7,409
20 21
22
23 24