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
726
$4.08M 0.02%
28,160
+4,062
727
$4.07M 0.02%
203,146
+4,727
728
$4.07M 0.02%
51,022
-138
729
$4.06M 0.02%
123,315
-42,535
730
$4.04M 0.02%
87,988
+1,927
731
$4.03M 0.02%
374,434
-1,000
732
$3.96M 0.02%
2,543
+45
733
$3.95M 0.02%
20,591
+2,816
734
$3.95M 0.02%
55,359
-14,637
735
$3.94M 0.02%
58,524
-20,070
736
$3.93M 0.02%
385,704
+10,466
737
$3.92M 0.02%
48,904
-3,488
738
$3.92M 0.02%
27,502
+1,771
739
$3.92M 0.02%
28,616
-1,370
740
$3.9M 0.02%
41,474
+10,747
741
$3.9M 0.02%
210,690
-5,570
742
$3.89M 0.02%
79,477
+23,234
743
$3.89M 0.02%
92,828
+15,726
744
$3.88M 0.02%
46,498
+12,208
745
$3.88M 0.02%
121,612
-11,602
746
$3.88M 0.02%
147,838
+38,534
747
$3.87M 0.02%
47,156
-2,009
748
$3.86M 0.02%
39,266
+1,183
749
$3.85M 0.02%
+81,793
750
$3.84M 0.02%
83,974
+10,182
28 29
30
31 32