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
1601
$901K ﹤0.01%
88,595
-1,964
1602
$901K ﹤0.01%
65,472
+5,891
1603
$900K ﹤0.01%
10,500
+1,242
1604
$900K ﹤0.01%
5,244
-465
1605
$899K ﹤0.01%
9,183
-432
1606
$898K ﹤0.01%
22,937
-2,786
1607
$898K ﹤0.01%
11,224
+971
1608
$896K ﹤0.01%
51,869
+17,707
1609
$896K ﹤0.01%
32,341
+7,235
1610
$896K ﹤0.01%
22,508
-14,749
1611
$891K ﹤0.01%
6,175
-273
1612
$890K ﹤0.01%
18,508
-5,985
1613
$890K ﹤0.01%
16,742
+2,018
1614
$888K ﹤0.01%
26,956
-532
1615
$888K ﹤0.01%
+8,703
1616
$888K ﹤0.01%
39,005
+350
1617
$885K ﹤0.01%
28,477
+20,000
1618
$884K ﹤0.01%
18,067
+1,383
1619
$883K ﹤0.01%
16,852
-511
1620
$881K ﹤0.01%
1,725
+276
1621
$881K ﹤0.01%
18,407
+3,734
1622
$879K ﹤0.01%
27,742
+8,129
1623
$879K ﹤0.01%
27,911
+1,397
1624
$877K ﹤0.01%
64,971
+557
1625
$877K ﹤0.01%
17,054
+102
63 64
65
66 67