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
1126
$1.99M 0.01%
4,338
-147
1127
$1.99M 0.01%
21,332
-2,539
1128
$1.99M 0.01%
11,996
+18
1129
$1.99M 0.01%
34,628
+1,775
1130
$1.98M 0.01%
109,535
+19,401
1131
$1.98M 0.01%
67,438
1132
$1.97M 0.01%
138,363
+18,974
1133
$1.96M 0.01%
62,118
+10,250
1134
$1.96M 0.01%
23,745
+3,126
1135
$1.96M 0.01%
22,552
+1,351
1136
$1.96M 0.01%
64,307
-52,749
1137
$1.96M 0.01%
7,095
-214
1138
$1.95M 0.01%
43,655
+30,800
1139
$1.95M 0.01%
91,202
+1,516
1140
$1.94M 0.01%
58,388
+11,535
1141
$1.94M 0.01%
+20,752
1142
$1.94M 0.01%
16,048
-144
1143
$1.94M 0.01%
41,031
-4,447
1144
$1.93M 0.01%
93,936
+12,116
1145
$1.93M 0.01%
19,978
+2,760
1146
$1.93M 0.01%
33,316
+6,259
1147
$1.92M 0.01%
20,148
-1,500
1148
$1.92M 0.01%
9,136
-1,508
1149
$1.92M 0.01%
11,725
-1,009
1150
$1.92M 0.01%
14,035
+691
44 45
46
47 48