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
1551
$977K ﹤0.01%
9,439
-2,422
1552
$975K ﹤0.01%
6,384
+15
1553
$972K ﹤0.01%
15,135
-954
1554
$969K ﹤0.01%
3,505
-109
1555
$967K ﹤0.01%
9,686
-10,737
1556
$965K ﹤0.01%
19,439
-1,888
1557
$964K ﹤0.01%
9,622
+681
1558
$964K ﹤0.01%
8,211
-6,927
1559
$961K ﹤0.01%
9,614
-2,228
1560
$953K ﹤0.01%
8,006
+534
1561
$953K ﹤0.01%
32,540
-1,510
1562
$952K ﹤0.01%
14,631
+638
1563
$952K ﹤0.01%
47,450
-10,536
1564
$951K ﹤0.01%
41,771
-25,876
1565
$950K ﹤0.01%
13,132
+628
1566
$946K ﹤0.01%
8,841
+887
1567
$946K ﹤0.01%
4,185
-1,706
1568
$944K ﹤0.01%
15,984
+1,994
1569
$943K ﹤0.01%
21,016
+3,659
1570
$941K ﹤0.01%
24,695
1571
$939K ﹤0.01%
49,474
+4,097
1572
$939K ﹤0.01%
2,337
+107
1573
$939K ﹤0.01%
10,087
+1
1574
$938K ﹤0.01%
5,373
-104
1575
$938K ﹤0.01%
14,622
+761
61 62
63
64 65