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
1751
$749K ﹤0.01%
13,931
+2,258
1752
$747K ﹤0.01%
7,907
+88
1753
$747K ﹤0.01%
2,151
+565
1754
$747K ﹤0.01%
4,730
-9,748
1755
$746K ﹤0.01%
4,920
+1,444
1756
$744K ﹤0.01%
64,952
+6,735
1757
$743K ﹤0.01%
+8,698
1758
$741K ﹤0.01%
15,662
-118
1759
$740K ﹤0.01%
28,852
1760
$738K ﹤0.01%
+25,157
1761
$738K ﹤0.01%
7,804
-1,281
1762
$738K ﹤0.01%
+13,839
1763
$737K ﹤0.01%
89,472
+28,519
1764
$737K ﹤0.01%
53,586
+3,800
1765
$736K ﹤0.01%
19,059
+4,650
1766
$736K ﹤0.01%
3,562
-1,036
1767
$735K ﹤0.01%
20,862
+2,997
1768
$735K ﹤0.01%
12,809
+190
1769
$735K ﹤0.01%
19,405
+124
1770
$733K ﹤0.01%
16,550
-720
1771
$733K ﹤0.01%
43,080
+7,980
1772
$731K ﹤0.01%
616
+17
1773
$728K ﹤0.01%
+33,702
1774
$727K ﹤0.01%
5,886
+85
1775
$727K ﹤0.01%
12,766
-7
69 70
71
72 73