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
901
$2.97M 0.01%
354,357
+16,399
902
$2.97M 0.01%
93,458
+9,973
903
$2.96M 0.01%
130,544
+37,072
904
$2.96M 0.01%
+32,501
905
$2.95M 0.01%
39,380
-350
906
$2.95M 0.01%
42,359
+31,859
907
$2.94M 0.01%
29,407
+1,544
908
$2.94M 0.01%
40,267
-435
909
$2.93M 0.01%
59,006
+6,763
910
$2.93M 0.01%
34,496
+9,349
911
$2.92M 0.01%
78,798
+1,087
912
$2.92M 0.01%
29,212
-67,105
913
$2.92M 0.01%
63,444
+2,424
914
$2.92M 0.01%
111,969
+12,414
915
$2.9M 0.01%
26,400
+831
916
$2.9M 0.01%
210,933
+29,719
917
$2.9M 0.01%
202,980
-6,269
918
$2.89M 0.01%
201,187
+15,792
919
$2.88M 0.01%
28,265
-12,533
920
$2.88M 0.01%
+44,425
921
$2.88M 0.01%
33,798
+2,674
922
$2.87M 0.01%
88,560
-1,106
923
$2.87M 0.01%
52,720
-417
924
$2.87M 0.01%
12,097
-369
925
$2.86M 0.01%
138,533
+14,469
35 36
37
38 39