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
751
$3.83M 0.02%
+45,906
752
$3.83M 0.02%
139,311
+3,322
753
$3.83M 0.02%
70,197
+6,687
754
$3.82M 0.02%
198,605
-24,767
755
$3.82M 0.02%
123,029
+6,702
756
$3.82M 0.02%
102,564
+10,283
757
$3.8M 0.02%
50,335
-201,267
758
$3.8M 0.02%
26,277
+1,198
759
$3.79M 0.02%
133,400
-5,522
760
$3.79M 0.02%
88,642
+47,376
761
$3.79M 0.02%
45,785
+5,105
762
$3.78M 0.02%
68,336
+3,955
763
$3.77M 0.02%
8,193
+681
764
$3.76M 0.02%
122,535
+8,667
765
$3.76M 0.02%
37,100
+1,052
766
$3.76M 0.02%
36,844
-75,436
767
$3.74M 0.02%
143,775
-255,730
768
$3.73M 0.02%
83,992
+9,097
769
$3.73M 0.02%
5,905
+164
770
$3.71M 0.02%
39,070
-46,981
771
$3.69M 0.02%
55,280
+15,093
772
$3.68M 0.02%
22,837
+961
773
$3.68M 0.02%
54,445
-40,093
774
$3.67M 0.02%
43,694
+11,519
775
$3.66M 0.02%
14,823
-660
29 30
31
32 33