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
1226
$1.62M 0.01%
+3,396
1227
$1.62M 0.01%
+20,261
1228
$1.62M 0.01%
80,890
-13,558
1229
$1.62M 0.01%
100,408
+79,549
1230
$1.61M 0.01%
42,011
-6,140
1231
$1.61M 0.01%
11,180
-147
1232
$1.6M 0.01%
18,279
+10,658
1233
$1.6M 0.01%
48,461
+12,041
1234
$1.6M 0.01%
51,549
-2,234
1235
$1.59M 0.01%
121,979
+13,351
1236
$1.59M 0.01%
+9,830
1237
$1.59M 0.01%
34,854
+4,037
1238
$1.58M 0.01%
2,720
+919
1239
$1.58M 0.01%
41,914
-27,985
1240
$1.58M 0.01%
68,428
-2,221
1241
$1.57M 0.01%
115,706
+73,156
1242
$1.57M 0.01%
13,587
+132
1243
$1.57M 0.01%
106,151
-3,632
1244
$1.56M 0.01%
8,979
+1,178
1245
$1.56M 0.01%
40,140
+32,773
1246
$1.56M 0.01%
18,085
+685
1247
$1.56M 0.01%
+4,309
1248
$1.56M 0.01%
5,683
+1,358
1249
$1.56M 0.01%
+52,968
1250
$1.56M 0.01%
19,853
-72,510
48 49
50
51 52