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
851
$3.25M 0.02%
48,105
+14,966
852
$3.24M 0.02%
25,542
+406
853
$3.24M 0.02%
66,662
-17,702
854
$3.24M 0.02%
80,743
+10,103
855
$3.24M 0.02%
381,718
+20,762
856
$3.23M 0.02%
60,779
+3,504
857
$3.22M 0.02%
28,011
+2,685
858
$3.21M 0.02%
54,248
+3,958
859
$3.2M 0.02%
36,097
-22,723
860
$3.2M 0.02%
164,550
-4,540
861
$3.2M 0.02%
99,868
+34,483
862
$3.19M 0.02%
27,340
-943
863
$3.19M 0.02%
92,783
+953
864
$3.19M 0.02%
465,967
+60,596
865
$3.18M 0.02%
87,505
-20,933
866
$3.17M 0.02%
53,184
-6,979
867
$3.17M 0.02%
114,657
-316,112
868
$3.16M 0.02%
138,550
869
$3.15M 0.02%
50,892
+2,154
870
$3.14M 0.02%
119,272
+28,340
871
$3.13M 0.01%
8,599
-549
872
$3.12M 0.01%
50,664
+25,811
873
$3.1M 0.01%
43,125
-603
874
$3.1M 0.01%
41,354
+1,740
875
$3.1M 0.01%
97,150
+9,459
33 34
35
36 37