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
626
$4.91M 0.02%
152,395
+9,845
627
$4.89M 0.02%
174,876
+7,315
628
$4.89M 0.02%
51,197
-26,993
629
$4.88M 0.02%
342,355
+28,840
630
$4.88M 0.02%
80,497
+7,588
631
$4.86M 0.02%
20,095
+1,790
632
$4.84M 0.02%
63,453
+5,668
633
$4.84M 0.02%
16,915
-70
634
$4.83M 0.02%
73,269
-1,518
635
$4.81M 0.02%
140,749
+12,122
636
$4.8M 0.02%
179,776
+1,568
637
$4.76M 0.02%
79,462
-27,359
638
$4.76M 0.02%
24,217
+4,073
639
$4.76M 0.02%
15,817
+5,364
640
$4.75M 0.02%
55,760
+9,468
641
$4.75M 0.02%
81,424
+9,949
642
$4.75M 0.02%
164,025
+27,683
643
$4.75M 0.02%
64,357
-6,947
644
$4.73M 0.02%
164,989
+16,712
645
$4.72M 0.02%
57,045
+2,428
646
$4.72M 0.02%
+38,000
647
$4.72M 0.02%
205,264
-37,762
648
$4.71M 0.02%
159,141
-306
649
$4.71M 0.02%
332,859
+143,491
650
$4.7M 0.02%
82,393
-1,790
24 25
26
27 28