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
601
$5.2M 0.02%
109,140
+660
602
$5.18M 0.02%
80,240
+13,449
603
$5.16M 0.02%
75,007
-472
604
$5.14M 0.02%
200,998
+126,228
605
$5.13M 0.02%
158,879
-4,337
606
$5.11M 0.02%
187,522
+8,853
607
$5.1M 0.02%
15,741
+1,347
608
$5.1M 0.02%
324,749
+27,254
609
$5.1M 0.02%
124,406
-19,596
610
$5.08M 0.02%
66,973
+1,853
611
$5.07M 0.02%
39,269
+21,156
612
$5.07M 0.02%
98,196
+3,702
613
$5.04M 0.02%
58,686
+11,096
614
$5.03M 0.02%
179,709
+3,689
615
$5.03M 0.02%
155,265
-728
616
$5.02M 0.02%
85,770
+6,560
617
$5M 0.02%
195,218
+42,963
618
$5M 0.02%
+99,748
619
$5M 0.02%
78,502
+3,161
620
$4.99M 0.02%
+64,330
621
$4.96M 0.02%
90,007
-8,711
622
$4.95M 0.02%
152,944
-18,420
623
$4.95M 0.02%
54,219
-4,071
624
$4.94M 0.02%
63,770
+1,505
625
$4.91M 0.02%
+22,654
23 24
25
26 27