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
1476
$1.08M 0.01%
37,034
-1,852
1477
$1.08M 0.01%
38,161
-3,285
1478
$1.08M 0.01%
59,821
+4,995
1479
$1.08M 0.01%
39,681
-30,891
1480
$1.08M 0.01%
5,396
+52
1481
$1.08M 0.01%
36,963
-200
1482
$1.07M 0.01%
17,272
+1,069
1483
$1.07M 0.01%
73,589
-5,805
1484
$1.07M 0.01%
237,134
+16,896
1485
$1.07M 0.01%
13,056
+108
1486
$1.06M 0.01%
3,928
+130
1487
$1.06M 0.01%
1,565
-93
1488
$1.06M 0.01%
30,797
-801
1489
$1.06M 0.01%
8,875
-1,586
1490
$1.06M 0.01%
84,491
+3,769
1491
$1.06M 0.01%
35,736
+25,766
1492
$1.06M 0.01%
16,869
+708
1493
$1.06M 0.01%
22,059
-1,467
1494
$1.05M 0.01%
36,394
+3,325
1495
$1.05M 0.01%
24,600
-1,324
1496
$1.05M 0.01%
17,333
+80
1497
$1.05M 0.01%
19,836
-1,128
1498
$1.05M 0.01%
42,072
-12,393
1499
$1.05M 0.01%
61,129
-1,221
1500
$1.05M 0.01%
41,258
-15,700
58 59
60
61 62