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
1001
$2.44M 0.01%
44,997
+20,584
1002
$2.44M 0.01%
155,565
+12,494
1003
$2.44M 0.01%
70,136
+26,552
1004
$2.44M 0.01%
62,724
+7,407
1005
$2.43M 0.01%
30,173
-561
1006
$2.42M 0.01%
63,672
+6,344
1007
$2.42M 0.01%
27,539
+3,307
1008
$2.41M 0.01%
56,259
-3,501
1009
$2.4M 0.01%
110,733
+3,229
1010
$2.39M 0.01%
118,279
-1,864
1011
$2.39M 0.01%
37,043
+14,067
1012
$2.38M 0.01%
15,111
+803
1013
$2.37M 0.01%
+76,981
1014
$2.37M 0.01%
7,845
-101
1015
$2.37M 0.01%
237,761
-3,464
1016
$2.35M 0.01%
28,221
+11,520
1017
$2.35M 0.01%
57,848
+2,849
1018
$2.35M 0.01%
51,804
+14,784
1019
$2.34M 0.01%
42,538
+313
1020
$2.34M 0.01%
89,573
-89
1021
$2.34M 0.01%
37,434
-1,042
1022
$2.34M 0.01%
27,531
+6,189
1023
$2.34M 0.01%
70,651
+12,695
1024
$2.34M 0.01%
2,910
-19
1025
$2.33M 0.01%
24,869
+3,065
39 40
41
42 43