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
1451
$1.13M 0.01%
14,433
+579
1452
$1.12M 0.01%
43,965
-1,629
1453
$1.12M 0.01%
5,988
+1,102
1454
$1.12M 0.01%
43,360
+27,554
1455
$1.12M 0.01%
25,360
-1,326
1456
$1.12M 0.01%
19,059
+195
1457
$1.12M 0.01%
2,097
1458
$1.12M 0.01%
29,155
+2,454
1459
$1.12M 0.01%
8,714
-34
1460
$1.12M 0.01%
21,257
-171
1461
$1.11M 0.01%
1,545
+291
1462
$1.11M 0.01%
12,487
+2,175
1463
$1.11M 0.01%
28,943
+301
1464
$1.1M 0.01%
+7,592
1465
$1.1M 0.01%
18,219
+1,653
1466
$1.1M 0.01%
65,827
+12,729
1467
$1.09M 0.01%
55,563
+12,609
1468
$1.09M 0.01%
129,286
+4,926
1469
$1.09M 0.01%
40,184
+2,404
1470
$1.09M 0.01%
+58,353
1471
$1.09M 0.01%
32,594
+6,204
1472
$1.09M 0.01%
14,769
-300
1473
$1.09M 0.01%
19,429
+3,242
1474
$1.09M 0.01%
5,423
+109
1475
$1.08M 0.01%
14,529
+2,140
57 58
59
60 61