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
1301
$1.44M 0.01%
47,662
+40,379
1302
$1.44M 0.01%
84,370
+6,830
1303
$1.44M 0.01%
39,421
-1,409
1304
$1.43M 0.01%
53,424
-311
1305
$1.42M 0.01%
7,565
-1,015
1306
$1.42M 0.01%
56,484
-7,109
1307
$1.41M 0.01%
48,476
+35,747
1308
$1.4M 0.01%
12,305
+260
1309
$1.4M 0.01%
35,090
-1,024
1310
$1.4M 0.01%
14,079
+1,496
1311
$1.4M 0.01%
41,213
+5,279
1312
$1.4M 0.01%
26,646
-4,280
1313
$1.4M 0.01%
16,839
+39
1314
$1.4M 0.01%
9,949
+502
1315
$1.39M 0.01%
40,548
+1,336
1316
$1.39M 0.01%
33,882
+2,556
1317
$1.39M 0.01%
27,593
+576
1318
$1.39M 0.01%
44,884
-832
1319
$1.38M 0.01%
5,268
-79
1320
$1.37M 0.01%
18,236
+1,403
1321
$1.37M 0.01%
27,831
+1,007
1322
$1.37M 0.01%
18,969
+863
1323
$1.37M 0.01%
42,653
+3,859
1324
$1.37M 0.01%
13,022
-301
1325
$1.36M 0.01%
29,157
+5,160
51 52
53
54 55