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
1426
$1.16M 0.01%
77,774
+62,957
1427
$1.16M 0.01%
+17,835
1428
$1.16M 0.01%
+34,416
1429
$1.16M 0.01%
18,685
+1,742
1430
$1.16M 0.01%
31,524
-273
1431
$1.16M 0.01%
19,037
+1,234
1432
$1.15M 0.01%
17,109
+1,940
1433
$1.15M 0.01%
2,176
-101
1434
$1.15M 0.01%
25,380
+720
1435
$1.15M 0.01%
26,688
+1,666
1436
$1.15M 0.01%
50,262
+19,942
1437
$1.15M 0.01%
7,916
-34,545
1438
$1.14M 0.01%
34,878
+2,035
1439
$1.14M 0.01%
108,990
-1,481
1440
$1.14M 0.01%
29,626
+2,955
1441
$1.14M 0.01%
83,901
-174,928
1442
$1.14M 0.01%
8,429
+1,031
1443
$1.14M 0.01%
19,004
+5,831
1444
$1.14M 0.01%
64,645
+1,998
1445
$1.14M 0.01%
167,225
+10,182
1446
$1.14M 0.01%
9,512
-846
1447
$1.14M 0.01%
23,025
+877
1448
$1.13M 0.01%
31,584
-7,932
1449
$1.13M 0.01%
14,150
+5,711
1450
$1.13M 0.01%
11,183
-314
56 57
58
59 60