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
701
$4.28M 0.02%
37,420
-541
702
$4.28M 0.02%
136,777
-39,868
703
$4.27M 0.02%
46,523
+39,061
704
$4.25M 0.02%
19,664
+1,987
705
$4.25M 0.02%
138,558
-96,004
706
$4.25M 0.02%
70,302
+16,806
707
$4.22M 0.02%
52,737
+281
708
$4.21M 0.02%
136,012
+123,833
709
$4.2M 0.02%
224,861
-12,180
710
$4.19M 0.02%
132,640
-4,544
711
$4.16M 0.02%
94,381
+7,928
712
$4.15M 0.02%
187,530
+59,387
713
$4.13M 0.02%
+66,138
714
$4.13M 0.02%
77,345
-2,619
715
$4.13M 0.02%
22,817
+13,646
716
$4.12M 0.02%
82,731
+6,230
717
$4.1M 0.02%
226,746
+96,473
718
$4.1M 0.02%
183,287
-23,066
719
$4.1M 0.02%
111,046
-38,012
720
$4.1M 0.02%
12,887
+2,339
721
$4.09M 0.02%
34,616
+6,354
722
$4.09M 0.02%
46,544
-1,516
723
$4.09M 0.02%
132,256
+8,613
724
$4.09M 0.02%
81,526
-46
725
$4.09M 0.02%
153,931
+4,536
27 28
29
30 31