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
1351
$1.31M 0.01%
5,111
+454
1352
$1.31M 0.01%
3,546
+1,447
1353
$1.31M 0.01%
2,308
-3,694
1354
$1.31M 0.01%
+55,014
1355
$1.31M 0.01%
35,928
-3,745
1356
$1.3M 0.01%
32,749
+5,022
1357
$1.3M 0.01%
60,309
-1,536
1358
$1.3M 0.01%
12,612
+3
1359
$1.29M 0.01%
19,310
+1,306
1360
$1.29M 0.01%
16,573
-123
1361
$1.28M 0.01%
25,082
+3,958
1362
$1.27M 0.01%
23,670
-999
1363
$1.26M 0.01%
37,751
+8,747
1364
$1.26M 0.01%
5,700
-514
1365
$1.26M 0.01%
+37,861
1366
$1.26M 0.01%
71,444
1367
$1.25M 0.01%
10,788
-738
1368
$1.25M 0.01%
13,633
-391
1369
$1.25M 0.01%
34,799
-102
1370
$1.25M 0.01%
33,284
-365
1371
$1.25M 0.01%
40,665
-2,115
1372
$1.25M 0.01%
12,947
+773
1373
$1.24M 0.01%
75,694
+23,189
1374
$1.24M 0.01%
15,445
-1,295
1375
$1.24M 0.01%
15,481
+333
53 54
55
56 57