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
1726
$772K ﹤0.01%
87,582
+700
1727
$771K ﹤0.01%
+18,861
1728
$771K ﹤0.01%
21,772
+4,596
1729
$770K ﹤0.01%
4,544
+95
1730
$770K ﹤0.01%
30,674
+569
1731
$770K ﹤0.01%
23,322
-250
1732
$770K ﹤0.01%
25,326
-668
1733
$769K ﹤0.01%
19,274
+4,397
1734
$769K ﹤0.01%
29,000
1735
$768K ﹤0.01%
+24,513
1736
$768K ﹤0.01%
31,900
-7,541
1737
$767K ﹤0.01%
3,427
-2,652
1738
$765K ﹤0.01%
36,182
-3,817
1739
$762K ﹤0.01%
14,585
-1,148
1740
$761K ﹤0.01%
23,702
+9,494
1741
$759K ﹤0.01%
28,323
-1,769
1742
$759K ﹤0.01%
8,435
+1,930
1743
$758K ﹤0.01%
17,054
+3,675
1744
$756K ﹤0.01%
35,131
+1,047
1745
$756K ﹤0.01%
16,711
-440
1746
$756K ﹤0.01%
+133,344
1747
$754K ﹤0.01%
24,915
-2,924
1748
$751K ﹤0.01%
23,723
+16,529
1749
$751K ﹤0.01%
51,219
-6,221
1750
$751K ﹤0.01%
16,293
-54
68 69
70
71 72