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
1026
$2.33M 0.01%
18,820
+452
1027
$2.33M 0.01%
17,992
+1,274
1028
$2.32M 0.01%
35,148
+1,227
1029
$2.31M 0.01%
31,818
-5,056
1030
$2.31M 0.01%
47,565
+17,779
1031
$2.3M 0.01%
+63,831
1032
$2.3M 0.01%
149,460
+12,621
1033
$2.28M 0.01%
21,353
-1,046
1034
$2.28M 0.01%
70,739
+8,885
1035
$2.27M 0.01%
21,812
+1,731
1036
$2.27M 0.01%
37,571
+865
1037
$2.27M 0.01%
79,744
+27,570
1038
$2.27M 0.01%
43,761
-2,057
1039
$2.26M 0.01%
12,344
-19
1040
$2.26M 0.01%
37,824
-8,050
1041
$2.25M 0.01%
40,952
+620
1042
$2.25M 0.01%
45,458
+3,608
1043
$2.25M 0.01%
23,266
+77
1044
$2.25M 0.01%
6,496
-402
1045
$2.25M 0.01%
81,851
+7,351
1046
$2.25M 0.01%
24,799
+1,144
1047
$2.23M 0.01%
16,790
-3,050
1048
$2.23M 0.01%
163,027
+51,921
1049
$2.22M 0.01%
31,331
+12,930
1050
$2.22M 0.01%
62,778
+1,908
40 41
42
43 44