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
1501
$1.04M 0.01%
18,837
+8,246
1502
$1.04M 0.01%
1,958
+343
1503
$1.04M 0.01%
14,429
+2,096
1504
$1.04M 0.01%
49,833
+9,363
1505
$1.04M 0.01%
15,131
+478
1506
$1.04M 0.01%
25,140
-2,344
1507
$1.04M 0.01%
5,836
+2,587
1508
$1.04M 0.01%
1,436
+217
1509
$1.04M 0.01%
78,146
+8,991
1510
$1.03M ﹤0.01%
86,789
-481
1511
$1.03M ﹤0.01%
11,520
+4,293
1512
$1.03M ﹤0.01%
9,156
-3,368
1513
$1.02M ﹤0.01%
63,758
+2,570
1514
$1.02M ﹤0.01%
+22,852
1515
$1.02M ﹤0.01%
100,648
+56,797
1516
$1.02M ﹤0.01%
5,775
-385
1517
$1.02M ﹤0.01%
37,841
+256
1518
$1.02M ﹤0.01%
14,354
+432
1519
$1.02M ﹤0.01%
40,925
+3,497
1520
$1.02M ﹤0.01%
19,784
+4,673
1521
$1.02M ﹤0.01%
15,069
+5,766
1522
$1.02M ﹤0.01%
48,199
+1,761
1523
$1.01M ﹤0.01%
12,335
-7,037
1524
$1.01M ﹤0.01%
15,557
+2,043
1525
$1.01M ﹤0.01%
34,527
+6,684
59 60
61
62 63