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
151
$28.6M 0.14%
204,202
+13,022
152
$28.5M 0.14%
243,291
+18,592
153
$28.4M 0.14%
472,788
+450
154
$28.4M 0.14%
1,029,529
-13,737
155
$28.4M 0.14%
125,081
+9,939
156
$28M 0.13%
144,419
+4,944
157
$28M 0.13%
298,227
+30,234
158
$28M 0.13%
277,129
+101,110
159
$27.8M 0.13%
133,471
-13,768
160
$27.7M 0.13%
239,546
-86,679
161
$27.5M 0.13%
1,509,808
+99,624
162
$27.4M 0.13%
328,160
-3,430
163
$27.1M 0.13%
1,825,870
+262,865
164
$27M 0.13%
480,753
-22,689
165
$26.9M 0.13%
1,757,714
+119,943
166
$26.5M 0.13%
321,611
+192,676
167
$26.5M 0.13%
443,566
-47,230
168
$26.2M 0.13%
339,689
+177,318
169
$26M 0.12%
819,617
-376,368
170
$25.9M 0.12%
588,162
+17,410
171
$25.8M 0.12%
232,951
-2,850
172
$25.8M 0.12%
92,281
-9,864
173
$25M 0.12%
353,468
+14,397
174
$24.8M 0.12%
411,890
+15,792
175
$24.7M 0.12%
171,002
-23,376
5 6
7
8 9