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 4.84%
4 Healthcare 4.11%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$1.21M 0.01%
12,981
+986
1402
$1.2M 0.01%
24,624
+3,565
1403
$1.2M 0.01%
10,461
-380
1404
$1.2M 0.01%
+25,819
1405
$1.2M 0.01%
21,486
-926
1406
$1.19M 0.01%
71,105
+15,583
1407
$1.19M 0.01%
13,378
+387
1408
$1.19M 0.01%
41,967
-5
1409
$1.19M 0.01%
40,721
+1
1410
$1.19M 0.01%
26,295
-7,344
1411
$1.19M 0.01%
293,941
-9,781
1412
$1.19M 0.01%
+2,193
1413
$1.19M 0.01%
22,354
+10,936
1414
$1.18M 0.01%
34,092
+2,984
1415
$1.18M 0.01%
+6,149
1416
$1.18M 0.01%
31,213
-8,539
1417
$1.17M 0.01%
47,618
+4,046
1418
$1.17M 0.01%
31,844
-47,825
1419
$1.17M 0.01%
22,290
-559
1420
$1.17M 0.01%
15,218
+913
1421
$1.17M 0.01%
19,278
-1,500
1422
$1.17M 0.01%
+38,498
1423
$1.17M 0.01%
28,315
+1,026
1424
$1.16M 0.01%
34,147
+2,031
1425
$1.16M 0.01%
28,547
+2,080
55 56
57
58 59