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
1326
$1.36M 0.01%
5,625
-4,587
1327
$1.36M 0.01%
12,391
+2,777
1328
$1.36M 0.01%
10,741
+234
1329
$1.35M 0.01%
+70,055
1330
$1.35M 0.01%
23,606
+3,955
1331
$1.35M 0.01%
63,369
+19,075
1332
$1.34M 0.01%
22,551
-13,171
1333
$1.34M 0.01%
42,987
-661
1334
$1.34M 0.01%
43,965
+125
1335
$1.34M 0.01%
23,457
-1,236
1336
$1.34M 0.01%
+51,429
1337
$1.34M 0.01%
22,705
+1,893
1338
$1.33M 0.01%
9,029
-93
1339
$1.33M 0.01%
68,868
+29,425
1340
$1.33M 0.01%
151,582
+18,908
1341
$1.33M 0.01%
17,150
+9,980
1342
$1.32M 0.01%
25,742
-3,304
1343
$1.32M 0.01%
100,000
1344
$1.32M 0.01%
166,973
+9,942
1345
$1.32M 0.01%
3,012
+103
1346
$1.32M 0.01%
28,124
+6,622
1347
$1.32M 0.01%
31,702
-10,599
1348
$1.31M 0.01%
11,012
-31,920
1349
$1.31M 0.01%
88,504
+39,335
1350
$1.31M 0.01%
68,179
+15,706
52 53
54
55 56