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
76
$50.1M 0.24%
137,113
+3,301
77
$49.2M 0.24%
2,286,791
+1,680,828
78
$47.9M 0.23%
423,293
+18,764
79
$47.8M 0.23%
886,395
+328,285
80
$46.2M 0.22%
115,774
+10,209
81
$45.9M 0.22%
1,251,856
+494,097
82
$45.1M 0.22%
430,944
+3,102
83
$44.1M 0.21%
500,595
+135,568
84
$43.7M 0.21%
2,122,857
+731,190
85
$43.5M 0.21%
575,368
-3,211
86
$42.5M 0.2%
106,017
+1,460
87
$42.4M 0.2%
171,602
+9,600
88
$42.3M 0.2%
345,995
+16,557
89
$41.7M 0.2%
71,279
+6,315
90
$41.6M 0.2%
1,214,500
-8,220
91
$41M 0.2%
351,350
+99,422
92
$40.5M 0.19%
467,497
+24,813
93
$39.3M 0.19%
372,837
-14,125
94
$39M 0.19%
246,115
+7,244
95
$38.9M 0.19%
369,204
+14,022
96
$38.9M 0.19%
158,749
+4,190
97
$38.9M 0.19%
159,127
+507
98
$38.8M 0.19%
292,610
+15,527
99
$38.6M 0.18%
345,534
+6,929
100
$38.6M 0.18%
158,339
+10,055
2 3
4
5 6