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
1676
$826K ﹤0.01%
46,958
+1,993
1677
$826K ﹤0.01%
85,276
-2,750
1678
$825K ﹤0.01%
12,410
+5,740
1679
$825K ﹤0.01%
43,298
+1,167
1680
$825K ﹤0.01%
10,340
-2,258
1681
$825K ﹤0.01%
26,892
-160,690
1682
$824K ﹤0.01%
7,617
+2,563
1683
$824K ﹤0.01%
87,438
+71,624
1684
$823K ﹤0.01%
+8,028
1685
$823K ﹤0.01%
22,541
+9
1686
$820K ﹤0.01%
8,072
-474
1687
$819K ﹤0.01%
11,170
+3,394
1688
$818K ﹤0.01%
27,092
-2,769
1689
$818K ﹤0.01%
19,202
-660
1690
$816K ﹤0.01%
+12,180
1691
$814K ﹤0.01%
24,119
+567
1692
$814K ﹤0.01%
15,394
-14
1693
$814K ﹤0.01%
31,173
-4,979
1694
$813K ﹤0.01%
8,350
-8,710
1695
$812K ﹤0.01%
8,192
-1,770
1696
$811K ﹤0.01%
16,659
+4,898
1697
$810K ﹤0.01%
7,282
-813
1698
$810K ﹤0.01%
43,876
+143
1699
$809K ﹤0.01%
+21,688
1700
$808K ﹤0.01%
48,124
+4,341
66 67
68
69 70