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
926
$2.86M 0.01%
81,665
+71,526
927
$2.84M 0.01%
111,656
+78,266
928
$2.83M 0.01%
15,424
-1,387
929
$2.83M 0.01%
32,174
+11,898
930
$2.82M 0.01%
51,468
+11,923
931
$2.82M 0.01%
75,685
+521
932
$2.82M 0.01%
+72,428
933
$2.81M 0.01%
135,922
-94,881
934
$2.8M 0.01%
52,372
+13,200
935
$2.8M 0.01%
35,834
+6,788
936
$2.8M 0.01%
12,838
+1,358
937
$2.79M 0.01%
274,801
+72,738
938
$2.79M 0.01%
19,319
+6,355
939
$2.77M 0.01%
42,255
+39,083
940
$2.77M 0.01%
9,010
+344
941
$2.76M 0.01%
23,958
+2,367
942
$2.75M 0.01%
72,148
+18,216
943
$2.75M 0.01%
1,843
+232
944
$2.75M 0.01%
46,920
+1,947
945
$2.75M 0.01%
33,939
-7,395
946
$2.74M 0.01%
45,281
+4,232
947
$2.73M 0.01%
46,381
-6,896
948
$2.72M 0.01%
11,372
949
$2.72M 0.01%
61,326
-3,761
950
$2.71M 0.01%
89,164
+37,257
36 37
38
39 40