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
1251
$1.56M 0.01%
49,560
+4,113
1252
$1.56M 0.01%
3,714
+638
1253
$1.55M 0.01%
19,805
+3,210
1254
$1.55M 0.01%
23,681
-1,834
1255
$1.55M 0.01%
16,225
-14,171
1256
$1.55M 0.01%
46,595
+435
1257
$1.54M 0.01%
373
+70
1258
$1.54M 0.01%
74,559
+7,538
1259
$1.53M 0.01%
82,924
+8,213
1260
$1.52M 0.01%
5,237
+725
1261
$1.52M 0.01%
36,493
-130,250
1262
$1.52M 0.01%
18,166
+8,568
1263
$1.51M 0.01%
20,675
-47,703
1264
$1.51M 0.01%
43,867
-42
1265
$1.51M 0.01%
59,949
-329
1266
$1.51M 0.01%
68,309
+61
1267
$1.51M 0.01%
30,252
-35,304
1268
$1.5M 0.01%
17,953
-765
1269
$1.5M 0.01%
72,895
+500
1270
$1.5M 0.01%
16,558
+3,561
1271
$1.5M 0.01%
28,795
+12,399
1272
$1.5M 0.01%
22,628
+1,450
1273
$1.5M 0.01%
20,307
-4,715
1274
$1.5M 0.01%
147,737
+7,543
1275
$1.49M 0.01%
10,848
+172
49 50
51
52 53