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
1526
$1.01M ﹤0.01%
20,694
-1,691
1527
$1.01M ﹤0.01%
63,838
+32,636
1528
$1.01M ﹤0.01%
26,308
+1,338
1529
$1.01M ﹤0.01%
3,225
-292
1530
$1.01M ﹤0.01%
22,268
+4,597
1531
$1.01M ﹤0.01%
37,004
-9,978
1532
$1M ﹤0.01%
81,009
+57,978
1533
$999K ﹤0.01%
27,535
+628
1534
$998K ﹤0.01%
10,843
+1,300
1535
$997K ﹤0.01%
21,712
-1,796
1536
$994K ﹤0.01%
52,982
+5,902
1537
$994K ﹤0.01%
60,916
-355
1538
$989K ﹤0.01%
25,410
+943
1539
$989K ﹤0.01%
32,323
+5,317
1540
$988K ﹤0.01%
32,268
-995
1541
$987K ﹤0.01%
37,332
+7,286
1542
$987K ﹤0.01%
23,135
-1,232
1543
$985K ﹤0.01%
14,216
-198
1544
$985K ﹤0.01%
29,908
-35
1545
$982K ﹤0.01%
31,301
-4,231
1546
$982K ﹤0.01%
3,830
+334
1547
$981K ﹤0.01%
7,619
+4,306
1548
$980K ﹤0.01%
20,135
+352
1549
$977K ﹤0.01%
89,019
+1,427
1550
$977K ﹤0.01%
15,132
-258
60 61
62
63 64