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
676
$4.47M 0.02%
49,745
-28,762
677
$4.46M 0.02%
80,022
-571
678
$4.46M 0.02%
318,039
+33,157
679
$4.46M 0.02%
49,533
+31,309
680
$4.45M 0.02%
27,488
+7,726
681
$4.44M 0.02%
116,626
-4,702
682
$4.43M 0.02%
54,706
+743
683
$4.43M 0.02%
150,941
-297,894
684
$4.42M 0.02%
67,701
+6,838
685
$4.41M 0.02%
7,218
-2,484
686
$4.41M 0.02%
80,813
+58,930
687
$4.39M 0.02%
26,039
-1,693
688
$4.38M 0.02%
196,232
+39,633
689
$4.36M 0.02%
139,546
+39,806
690
$4.36M 0.02%
73,193
+21,352
691
$4.36M 0.02%
26,636
+8,275
692
$4.36M 0.02%
173,229
+57,679
693
$4.35M 0.02%
32,171
+13,777
694
$4.35M 0.02%
101,703
-2,856
695
$4.33M 0.02%
161,165
+8,604
696
$4.32M 0.02%
49,830
+34,307
697
$4.31M 0.02%
86,676
+6,538
698
$4.31M 0.02%
62,313
-102,895
699
$4.31M 0.02%
119,182
+106,734
700
$4.29M 0.02%
202,011
+18,464
26 27
28
29 30