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
1076
$2.15M 0.01%
16,015
-3,661
1077
$2.14M 0.01%
12,252
-204
1078
$2.13M 0.01%
20,726
+1,135
1079
$2.13M 0.01%
117,880
+66,030
1080
$2.13M 0.01%
25,450
-26,429
1081
$2.13M 0.01%
67,722
+6,472
1082
$2.12M 0.01%
24,259
+15,612
1083
$2.11M 0.01%
46,956
+5,217
1084
$2.1M 0.01%
31,114
+1,025
1085
$2.1M 0.01%
105,939
+17,132
1086
$2.1M 0.01%
78,427
-379,558
1087
$2.1M 0.01%
163,172
-18,657
1088
$2.09M 0.01%
55,380
-1,005
1089
$2.09M 0.01%
112,656
+23,846
1090
$2.09M 0.01%
52,271
+1,367
1091
$2.08M 0.01%
21,964
-5,797
1092
$2.08M 0.01%
68,482
-14,472
1093
$2.08M 0.01%
35,224
+8,679
1094
$2.07M 0.01%
12,859
-148
1095
$2.07M 0.01%
119,379
+9,424
1096
$2.07M 0.01%
29,533
+9,296
1097
$2.06M 0.01%
129,850
+59,215
1098
$2.06M 0.01%
89,743
+19,675
1099
$2.06M 0.01%
19,816
+1,211
1100
$2.06M 0.01%
25,066
+17,562
42 43
44
45 46