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
776
$3.64M 0.02%
146,854
+10,751
777
$3.63M 0.02%
54,163
+1,783
778
$3.62M 0.02%
+199,059
779
$3.62M 0.02%
70,926
-116,416
780
$3.62M 0.02%
49,099
+178
781
$3.61M 0.02%
32,751
+1,152
782
$3.61M 0.02%
98,065
-5,095
783
$3.6M 0.02%
23,931
+1,052
784
$3.6M 0.02%
224,890
+38,505
785
$3.58M 0.02%
396,001
+23,888
786
$3.58M 0.02%
43,041
+824
787
$3.57M 0.02%
66,316
-6,527
788
$3.56M 0.02%
35,633
+26,886
789
$3.56M 0.02%
23,799
-1,124
790
$3.56M 0.02%
76,996
+53,071
791
$3.55M 0.02%
28,657
+5,233
792
$3.55M 0.02%
72,361
+33,733
793
$3.55M 0.02%
20,204
+438
794
$3.54M 0.02%
14,835
+842
795
$3.53M 0.02%
33,447
-4,083
796
$3.53M 0.02%
55,844
+421
797
$3.53M 0.02%
46,609
+2,932
798
$3.53M 0.02%
87,301
-2,664
799
$3.52M 0.02%
18,431
+917
800
$3.52M 0.02%
116,538
+901
30 31
32
33 34