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
1201
$1.72M 0.01%
60,808
+9,230
1202
$1.72M 0.01%
30,856
+6,709
1203
$1.72M 0.01%
33,418
-10,580
1204
$1.71M 0.01%
53,166
-5,061
1205
$1.71M 0.01%
31,057
-85
1206
$1.71M 0.01%
47,643
+5,227
1207
$1.71M 0.01%
41,456
+15,401
1208
$1.71M 0.01%
24,932
+3,336
1209
$1.7M 0.01%
26,077
+8,110
1210
$1.68M 0.01%
31,570
+230
1211
$1.68M 0.01%
+15,370
1212
$1.68M 0.01%
7,906
+1,845
1213
$1.67M 0.01%
4,622
+473
1214
$1.67M 0.01%
53,829
+34,296
1215
$1.66M 0.01%
60,396
+32,180
1216
$1.66M 0.01%
31,968
+5,537
1217
$1.65M 0.01%
12,170
-639
1218
$1.64M 0.01%
330
+15
1219
$1.64M 0.01%
3,622
+514
1220
$1.63M 0.01%
13,085
+10,337
1221
$1.63M 0.01%
66,564
+10,143
1222
$1.62M 0.01%
6,791
+37
1223
$1.62M 0.01%
53,602
+3,307
1224
$1.62M 0.01%
106,808
+6,406
1225
$1.62M 0.01%
8,797
+397
47 48
49
50 51