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
651
$4.7M 0.02%
60,519
+4,407
652
$4.68M 0.02%
110,673
+1,215
653
$4.68M 0.02%
24,422
+617
654
$4.67M 0.02%
64,664
-642
655
$4.67M 0.02%
36,137
-1,679
656
$4.64M 0.02%
58,078
+9,559
657
$4.64M 0.02%
82,648
+2,727
658
$4.64M 0.02%
86,444
+4,256
659
$4.63M 0.02%
166,833
-697
660
$4.63M 0.02%
71,641
+6,295
661
$4.61M 0.02%
50,337
+1,279
662
$4.61M 0.02%
98,344
-45,413
663
$4.6M 0.02%
177,201
+111,520
664
$4.59M 0.02%
119,083
+29,158
665
$4.58M 0.02%
85,296
+9,332
666
$4.57M 0.02%
+18,681
667
$4.55M 0.02%
71,602
+15,651
668
$4.54M 0.02%
106,537
+10,381
669
$4.53M 0.02%
112,103
+23,319
670
$4.52M 0.02%
99,058
+1,662
671
$4.5M 0.02%
137,488
+8,108
672
$4.49M 0.02%
15,574
+3,737
673
$4.49M 0.02%
59,686
-834
674
$4.48M 0.02%
63,801
+11,467
675
$4.47M 0.02%
392,173
-134,703
25 26
27
28 29