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
1376
$1.24M 0.01%
48,866
-200,033
1377
$1.24M 0.01%
44,715
-691
1378
$1.24M 0.01%
10,732
-5,204
1379
$1.24M 0.01%
11,665
+1,518
1380
$1.24M 0.01%
32,830
-63,124
1381
$1.23M 0.01%
13,255
-9,086
1382
$1.23M 0.01%
24,955
-25,395
1383
$1.23M 0.01%
37,447
+325
1384
$1.23M 0.01%
36,398
+1,564
1385
$1.23M 0.01%
52,712
+2,886
1386
$1.23M 0.01%
40,237
-3,585
1387
$1.22M 0.01%
+16,399
1388
$1.22M 0.01%
38,552
-8,585
1389
$1.21M 0.01%
18,261
+3,851
1390
$1.21M 0.01%
120,992
-556
1391
$1.21M 0.01%
22,670
-4,542
1392
$1.21M 0.01%
9,226
+293
1393
$1.21M 0.01%
21,221
+7,641
1394
$1.21M 0.01%
42,320
-7,113
1395
$1.21M 0.01%
4,164
-619
1396
$1.21M 0.01%
23,223
-144
1397
$1.21M 0.01%
23,895
-1,026
1398
$1.21M 0.01%
+38,747
1399
$1.21M 0.01%
59,711
+16,344
1400
$1.21M 0.01%
70,015
-2,472
54 55
56
57 58