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
1276
$1.49M 0.01%
39,262
+2
1277
$1.49M 0.01%
13,046
+258
1278
$1.49M 0.01%
46,600
-11,496
1279
$1.48M 0.01%
94,187
+33,669
1280
$1.48M 0.01%
17,394
+419
1281
$1.48M 0.01%
128,563
+13,172
1282
$1.47M 0.01%
22,707
-6,089
1283
$1.47M 0.01%
114,239
-495
1284
$1.47M 0.01%
4,089
-629
1285
$1.47M 0.01%
2,111
-45
1286
$1.47M 0.01%
119,047
+11,081
1287
$1.47M 0.01%
53,882
+8,223
1288
$1.46M 0.01%
59,690
+1,556
1289
$1.46M 0.01%
+7,089
1290
$1.46M 0.01%
45,252
-539
1291
$1.46M 0.01%
79,722
+3,969
1292
$1.46M 0.01%
26,083
-16,083
1293
$1.45M 0.01%
15,129
-132
1294
$1.45M 0.01%
8,297
-455
1295
$1.45M 0.01%
23,243
-1,175
1296
$1.45M 0.01%
17,583
+6,896
1297
$1.44M 0.01%
14,851
+2,018
1298
$1.44M 0.01%
76,699
+63,826
1299
$1.44M 0.01%
+15,416
1300
$1.44M 0.01%
20,671
+5,162
50 51
52
53 54