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
1576
$934K ﹤0.01%
31,773
+6,828
1577
$934K ﹤0.01%
22,870
-299
1578
$932K ﹤0.01%
25,088
+4,656
1579
$932K ﹤0.01%
17,047
+2,775
1580
$932K ﹤0.01%
6,393
-410
1581
$926K ﹤0.01%
1,437
+337
1582
$925K ﹤0.01%
35,959
-1,545
1583
$924K ﹤0.01%
35,903
+2,461
1584
$922K ﹤0.01%
73,686
+1,637
1585
$920K ﹤0.01%
61,200
+1,682
1586
$919K ﹤0.01%
11,651
+613
1587
$919K ﹤0.01%
25,874
+4,662
1588
$917K ﹤0.01%
80,045
+593
1589
$917K ﹤0.01%
20,197
+365
1590
$915K ﹤0.01%
25,734
+7,568
1591
$915K ﹤0.01%
3,191
+13
1592
$912K ﹤0.01%
3,217
-2,635
1593
$911K ﹤0.01%
15,959
+466
1594
$911K ﹤0.01%
43,947
+13
1595
$910K ﹤0.01%
31,943
+6,997
1596
$909K ﹤0.01%
26,850
-2,581
1597
$907K ﹤0.01%
1,912
+8
1598
$907K ﹤0.01%
10,298
-192
1599
$906K ﹤0.01%
29,836
+26
1600
$904K ﹤0.01%
34,294
+3,782
62 63
64
65 66