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
976
$2.58M 0.01%
51,661
-1,054
977
$2.57M 0.01%
80,291
+19,024
978
$2.56M 0.01%
24,664
+2,568
979
$2.56M 0.01%
103,238
+980
980
$2.55M 0.01%
63,543
+4,287
981
$2.54M 0.01%
63,607
+14,354
982
$2.54M 0.01%
9,252
+1,348
983
$2.53M 0.01%
11,331
+2,151
984
$2.52M 0.01%
33,148
+10,794
985
$2.5M 0.01%
75,404
+55,537
986
$2.5M 0.01%
68,958
+8,266
987
$2.5M 0.01%
11,427
+4,472
988
$2.5M 0.01%
30,498
-2,396
989
$2.49M 0.01%
7,815
+209
990
$2.49M 0.01%
59,317
+6,667
991
$2.49M 0.01%
244,196
+40,097
992
$2.49M 0.01%
54,413
+2,120
993
$2.48M 0.01%
11,315
+672
994
$2.48M 0.01%
8,505
-152
995
$2.48M 0.01%
68,057
-2,702
996
$2.47M 0.01%
10,179
+2,678
997
$2.45M 0.01%
92,911
-6
998
$2.45M 0.01%
59,317
+8,026
999
$2.45M 0.01%
101,983
+12,276
1000
$2.44M 0.01%
46,738
+2,508
38 39
40
41 42