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
126
$32.6M 0.16%
444,753
+19,870
127
$32.5M 0.16%
148,341
+1,455
128
$32.3M 0.15%
530,017
+19,131
129
$32.2M 0.15%
93,438
-4,726
130
$31.9M 0.15%
970,340
+214,741
131
$31.8M 0.15%
102,103
+2,122
132
$31.5M 0.15%
1,183,607
-38,750
133
$31.1M 0.15%
320,150
-10,847
134
$31.1M 0.15%
1,191,365
+202,702
135
$31M 0.15%
457,304
+299,825
136
$30.9M 0.15%
266,293
+711
137
$30.7M 0.15%
419,568
+14,121
138
$30.7M 0.15%
487,038
+93,407
139
$30.5M 0.15%
62,079
+1,139
140
$30.2M 0.14%
287,434
+16,764
141
$30M 0.14%
180,785
-9,505
142
$30M 0.14%
1,603,064
+133,575
143
$29.6M 0.14%
122,371
+5,762
144
$29.5M 0.14%
524,322
-19,524
145
$29.3M 0.14%
220,584
+13,288
146
$29.3M 0.14%
316,711
-2,031
147
$29.3M 0.14%
160,462
+34,526
148
$29.2M 0.14%
204,558
+1,906
149
$29.1M 0.14%
530,440
+52,249
150
$28.8M 0.14%
197,400
+6,260
4 5
6
7 8