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
951
$2.71M 0.01%
+87,010
952
$2.7M 0.01%
55,899
-17,207
953
$2.7M 0.01%
2,938
-1,448
954
$2.7M 0.01%
30,236
-5,404
955
$2.69M 0.01%
203,012
+21,483
956
$2.69M 0.01%
76,148
+31,583
957
$2.69M 0.01%
32,877
+1,125
958
$2.68M 0.01%
3,877
-353
959
$2.68M 0.01%
14,573
+410
960
$2.68M 0.01%
13,272
+1,093
961
$2.67M 0.01%
17,485
-424
962
$2.65M 0.01%
7,906
+5,112
963
$2.65M 0.01%
47,063
+17,878
964
$2.64M 0.01%
7,628
+1,087
965
$2.64M 0.01%
270,361
+3,515
966
$2.63M 0.01%
144,954
-45,948
967
$2.63M 0.01%
75,333
+11,634
968
$2.62M 0.01%
146,453
+3,431
969
$2.61M 0.01%
54,853
-152
970
$2.6M 0.01%
47,605
+3,127
971
$2.6M 0.01%
154,055
-1,225
972
$2.6M 0.01%
41,369
+2,678
973
$2.59M 0.01%
87,983
-16,161
974
$2.58M 0.01%
18,424
-980
975
$2.58M 0.01%
96,908
+3,738
37 38
39
40 41