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
1101
$2.06M 0.01%
30,440
+7,378
1102
$2.05M 0.01%
4,728
+2,192
1103
$2.05M 0.01%
17,284
+4,163
1104
$2.04M 0.01%
77,678
+2,203
1105
$2.04M 0.01%
12,623
+570
1106
$2.04M 0.01%
52,731
+7,549
1107
$2.04M 0.01%
30,762
+1,998
1108
$2.04M 0.01%
14,158
+2,544
1109
$2.04M 0.01%
48,126
+453
1110
$2.03M 0.01%
48,250
+5,257
1111
$2.03M 0.01%
4,352
+36
1112
$2.03M 0.01%
94,549
-21,700
1113
$2.03M 0.01%
17,074
-4,879
1114
$2.03M 0.01%
12,474
+4,436
1115
$2.03M 0.01%
10,824
+239
1116
$2.02M 0.01%
62,200
-5,920
1117
$2.01M 0.01%
20,980
+4,728
1118
$2.01M 0.01%
13,757
-4,976
1119
$2.01M 0.01%
132,906
+18,649
1120
$2.01M 0.01%
9,022
-189
1121
$2M 0.01%
35,467
+3,860
1122
$2M 0.01%
70,553
-600
1123
$2M 0.01%
27,311
-13,746
1124
$2M 0.01%
57,885
+30,840
1125
$2M 0.01%
37,903
-7,253
43 44
45
46 47