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
576
$5.49M 0.03%
293,818
-2,969
577
$5.48M 0.03%
118,986
+36,372
578
$5.44M 0.03%
27,936
+16
579
$5.44M 0.03%
60,166
+5,186
580
$5.43M 0.03%
169,200
-16,320
581
$5.4M 0.03%
98,970
+9,065
582
$5.39M 0.03%
95,239
+401
583
$5.36M 0.03%
31,590
+6,955
584
$5.34M 0.03%
80,702
+43,533
585
$5.32M 0.03%
24,631
-340
586
$5.31M 0.03%
134,240
-978
587
$5.31M 0.03%
95,445
+25,988
588
$5.3M 0.03%
97,824
+18,917
589
$5.3M 0.03%
132,506
-65,125
590
$5.3M 0.03%
30,697
-1,440
591
$5.3M 0.03%
49,150
-2,615
592
$5.29M 0.03%
40,528
+8,776
593
$5.28M 0.03%
153,515
-13,459
594
$5.27M 0.03%
206,142
+43,234
595
$5.25M 0.03%
243,303
+119,264
596
$5.24M 0.03%
58,103
+3,033
597
$5.24M 0.03%
171,160
-4,386
598
$5.22M 0.03%
177,486
+15,207
599
$5.21M 0.02%
82,251
+18,958
600
$5.21M 0.02%
34,627
-710
22 23
24
25 26