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
1151
$1.92M 0.01%
56,314
+1,276
1152
$1.92M 0.01%
4,081
-106
1153
$1.91M 0.01%
23,603
+2,256
1154
$1.9M 0.01%
20,525
+5,360
1155
$1.9M 0.01%
359,251
+31,463
1156
$1.9M 0.01%
31,368
+945
1157
$1.89M 0.01%
45,242
+2,081
1158
$1.89M 0.01%
34,265
+185
1159
$1.88M 0.01%
29,441
-1,838
1160
$1.88M 0.01%
30,061
+4,973
1161
$1.88M 0.01%
28,792
+4,104
1162
$1.88M 0.01%
129,733
+111,053
1163
$1.87M 0.01%
67,706
+17,265
1164
$1.86M 0.01%
85,136
+11,177
1165
$1.86M 0.01%
45,744
+5,496
1166
$1.86M 0.01%
7,456
+262
1167
$1.85M 0.01%
219,243
+10,311
1168
$1.85M 0.01%
13,985
+318
1169
$1.83M 0.01%
15,270
-830
1170
$1.83M 0.01%
66,146
+854
1171
$1.83M 0.01%
106,684
-7,336
1172
$1.83M 0.01%
8,837
+677
1173
$1.83M 0.01%
3,282
-19,329
1174
$1.82M 0.01%
79,568
-52,294
1175
$1.81M 0.01%
17,633
-21,468
45 46
47
48 49