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
1626
$876K ﹤0.01%
51,443
-5,271
1627
$876K ﹤0.01%
29,908
+171
1628
$876K ﹤0.01%
6,661
+1,714
1629
$876K ﹤0.01%
42,301
-938
1630
$875K ﹤0.01%
21,236
+662
1631
$872K ﹤0.01%
37,117
+21,915
1632
$872K ﹤0.01%
42,192
+15,084
1633
$872K ﹤0.01%
43,940
-35,502
1634
$872K ﹤0.01%
7,586
+1,531
1635
$871K ﹤0.01%
30,204
-42
1636
$871K ﹤0.01%
17,959
+2,501
1637
$869K ﹤0.01%
40,688
+8,126
1638
$867K ﹤0.01%
27,605
+605
1639
$867K ﹤0.01%
18,752
-3,981
1640
$866K ﹤0.01%
5,176
+355
1641
$864K ﹤0.01%
28,986
-20,923
1642
$864K ﹤0.01%
31,482
-30,517
1643
$863K ﹤0.01%
+51,550
1644
$863K ﹤0.01%
89,681
+5,562
1645
$861K ﹤0.01%
3,553
+918
1646
$860K ﹤0.01%
+26,314
1647
$860K ﹤0.01%
842
-115
1648
$859K ﹤0.01%
10,204
+2,862
1649
$859K ﹤0.01%
+63,020
1650
$856K ﹤0.01%
+26,635
64 65
66
67 68