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
801
$3.51M 0.02%
20,596
-1,245
802
$3.5M 0.02%
98,764
-2,359
803
$3.5M 0.02%
91,366
+7,334
804
$3.5M 0.02%
74,836
-7,641
805
$3.49M 0.02%
9,927
+733
806
$3.49M 0.02%
77,254
-137,696
807
$3.49M 0.02%
125,889
+20,980
808
$3.48M 0.02%
181,761
+34,427
809
$3.47M 0.02%
72,883
-51,207
810
$3.47M 0.02%
38,135
+5,041
811
$3.47M 0.02%
81,348
+5,309
812
$3.47M 0.02%
82,168
+4,123
813
$3.47M 0.02%
70,649
-206
814
$3.46M 0.02%
18,117
+695
815
$3.44M 0.02%
69,426
-189,690
816
$3.44M 0.02%
89,848
+111
817
$3.43M 0.02%
126,207
-5,437
818
$3.42M 0.02%
93,311
-4,789
819
$3.42M 0.02%
139,822
+5,553
820
$3.41M 0.02%
73,872
+1,216
821
$3.41M 0.02%
28,272
+2,779
822
$3.4M 0.02%
16,610
-2,160
823
$3.4M 0.02%
7,675
+4,032
824
$3.4M 0.02%
51,745
+1,503
825
$3.4M 0.02%
71,965
+5,520
31 32
33
34 35