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
51
$72.7M 0.35%
492,447
-43,700
52
$70.6M 0.34%
313,333
-17,116
53
$69.4M 0.33%
217,584
-3,691
54
$68.1M 0.33%
3,929,364
+28,398
55
$66.1M 0.32%
1,048,316
+47,611
56
$64.4M 0.31%
271,306
+18,123
57
$64M 0.31%
2,944,824
-95,455
58
$62.3M 0.3%
1,589,888
+105,200
59
$62.1M 0.3%
212,958
+15,387
60
$61.7M 0.3%
716,573
+36,405
61
$60.7M 0.29%
1,082,728
+63,149
62
$59.8M 0.29%
1,244,420
+453,098
63
$59.6M 0.28%
395,308
+114,995
64
$59.1M 0.28%
715,054
+56,940
65
$58.8M 0.28%
597,479
+27,408
66
$58.2M 0.28%
808,944
+11,155
67
$57.9M 0.28%
513,877
+27,127
68
$56.5M 0.27%
235,695
+25,916
69
$56.3M 0.27%
1,117,495
+97,376
70
$54.2M 0.26%
548,323
-116,166
71
$52.5M 0.25%
261,645
+4,756
72
$51.4M 0.25%
1,093,902
-74,388
73
$51.1M 0.24%
294,214
+61,091
74
$50.8M 0.24%
2,015,196
+619,623
75
$50.8M 0.24%
187,075
+2,611
1 2
3
4 5