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
551
$5.81M 0.03%
64,819
+6,162
552
$5.78M 0.03%
71,439
+9,087
553
$5.73M 0.03%
172,384
-37,360
554
$5.73M 0.03%
+215,993
555
$5.71M 0.03%
38,612
+4,945
556
$5.69M 0.03%
535,421
+731
557
$5.67M 0.03%
23,935
+75
558
$5.67M 0.03%
93,801
+4,618
559
$5.65M 0.03%
92,118
-16,782
560
$5.64M 0.03%
130,815
+33,470
561
$5.64M 0.03%
50,261
+1,371
562
$5.63M 0.03%
98,174
+55,123
563
$5.62M 0.03%
52,044
-22
564
$5.62M 0.03%
187,525
+44,216
565
$5.59M 0.03%
195,951
+99,459
566
$5.58M 0.03%
289,339
+70,902
567
$5.57M 0.03%
58,245
+25,606
568
$5.55M 0.03%
96,606
+84,777
569
$5.54M 0.03%
134,954
+8,099
570
$5.54M 0.03%
161,929
-20,261
571
$5.52M 0.03%
42,371
+27,179
572
$5.52M 0.03%
120,230
-11,907
573
$5.51M 0.03%
121,984
+27,349
574
$5.5M 0.03%
28,711
-12,327
575
$5.5M 0.03%
34,614
+2,705
21 22
23
24 25