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
876
$3.09M 0.01%
153,673
-1,640
877
$3.09M 0.01%
33,320
+12,114
878
$3.08M 0.01%
51,640
+2,481
879
$3.08M 0.01%
+25,160
880
$3.07M 0.01%
+94,219
881
$3.07M 0.01%
330,695
+32,081
882
$3.07M 0.01%
76,326
+1,955
883
$3.06M 0.01%
28,716
-2,252
884
$3.06M 0.01%
24,663
+5,637
885
$3.06M 0.01%
402,307
-5,205
886
$3.05M 0.01%
59,160
+4,753
887
$3.05M 0.01%
109,257
-1,723
888
$3.04M 0.01%
246,947
+30,888
889
$3.04M 0.01%
15,558
-763
890
$3.02M 0.01%
189,544
+130,278
891
$3.02M 0.01%
23,272
-11,325
892
$3.01M 0.01%
60,921
+54,219
893
$3M 0.01%
+33,008
894
$3M 0.01%
86,716
+68,177
895
$3M 0.01%
23,714
+235
896
$3M 0.01%
43,278
-2,410
897
$2.99M 0.01%
58,440
-4,087
898
$2.99M 0.01%
282,241
-15,283
899
$2.98M 0.01%
33,190
+9,230
900
$2.98M 0.01%
33,672
-20,843
34 35
36
37 38