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
1651
$855K ﹤0.01%
5,156
+2,449
1652
$853K ﹤0.01%
17,061
-4,760
1653
$851K ﹤0.01%
6,375
+57
1654
$850K ﹤0.01%
19,147
+303
1655
$850K ﹤0.01%
2,693
-35
1656
$850K ﹤0.01%
48,903
+2,067
1657
$849K ﹤0.01%
39,257
+24,834
1658
$846K ﹤0.01%
27,025
-5,113
1659
$845K ﹤0.01%
27,202
+4,635
1660
$845K ﹤0.01%
61,967
-5,108
1661
$844K ﹤0.01%
5,463
-53,896
1662
$843K ﹤0.01%
55,914
-452
1663
$842K ﹤0.01%
16,924
+6,171
1664
$842K ﹤0.01%
7,222
+3,698
1665
$842K ﹤0.01%
46,547
+18,590
1666
$842K ﹤0.01%
14,151
+1,086
1667
$840K ﹤0.01%
35,976
+1,196
1668
$836K ﹤0.01%
18,297
+9,643
1669
$834K ﹤0.01%
23,417
+3,210
1670
$832K ﹤0.01%
9,611
+5,367
1671
$831K ﹤0.01%
31,638
-3,426
1672
$830K ﹤0.01%
27,798
+791
1673
$827K ﹤0.01%
4,375
+1,206
1674
$826K ﹤0.01%
17,391
-2,881
1675
$826K ﹤0.01%
52,996
-86
65 66
67
68 69