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
826
$3.39M 0.02%
124,024
-2,156
827
$3.37M 0.02%
60,353
-25,705
828
$3.36M 0.02%
206,586
+14,846
829
$3.36M 0.02%
198,284
-1,834
830
$3.36M 0.02%
20,559
+12,271
831
$3.35M 0.02%
+68,932
832
$3.35M 0.02%
54,620
+51
833
$3.35M 0.02%
71,512
+315
834
$3.35M 0.02%
97,303
-47,296
835
$3.35M 0.02%
136,552
+14,192
836
$3.34M 0.02%
355,683
-24,551
837
$3.34M 0.02%
216,861
-2,383
838
$3.34M 0.02%
494,813
+49,555
839
$3.34M 0.02%
298,151
+9,936
840
$3.33M 0.02%
53,985
+4,713
841
$3.33M 0.02%
127,121
+63,869
842
$3.32M 0.02%
133,494
+160
843
$3.31M 0.02%
34,018
-20,365
844
$3.3M 0.02%
79,955
+4,065
845
$3.29M 0.02%
51,918
+3,407
846
$3.29M 0.02%
45,365
+3,646
847
$3.29M 0.02%
70,453
+4,170
848
$3.29M 0.02%
16,111
+1,615
849
$3.28M 0.02%
20,614
-2,434
850
$3.26M 0.02%
93,299
+3,293
32 33
34
35 36