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
1051
$2.22M 0.01%
27,165
-5,153
1052
$2.21M 0.01%
11,506
-83
1053
$2.21M 0.01%
34,968
+4,236
1054
$2.21M 0.01%
45,489
+6,181
1055
$2.2M 0.01%
15,179
+988
1056
$2.2M 0.01%
13,987
+734
1057
$2.2M 0.01%
21,614
-11,944
1058
$2.19M 0.01%
55,720
+16,027
1059
$2.19M 0.01%
58,639
+24,657
1060
$2.19M 0.01%
43,831
-991
1061
$2.18M 0.01%
57,923
+4,627
1062
$2.18M 0.01%
42,132
-43,458
1063
$2.18M 0.01%
+12,339
1064
$2.18M 0.01%
88,228
+23,328
1065
$2.18M 0.01%
10,597
-217
1066
$2.18M 0.01%
31,988
-5,020
1067
$2.17M 0.01%
45,452
-1,167
1068
$2.17M 0.01%
93,920
-9,752
1069
$2.17M 0.01%
48,988
-6,009
1070
$2.17M 0.01%
487,453
+64,847
1071
$2.17M 0.01%
69,497
+3,732
1072
$2.16M 0.01%
99,153
+11,119
1073
$2.16M 0.01%
31,726
+1,406
1074
$2.15M 0.01%
21,609
-2,778
1075
$2.15M 0.01%
+36,753
41 42
43
44 45