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
1801
$692K ﹤0.01%
11,589
+951
1802
$692K ﹤0.01%
21,106
-48,319
1803
$690K ﹤0.01%
1,150
-405
1804
$690K ﹤0.01%
19,809
+3,283
1805
$689K ﹤0.01%
7,101
-16,362
1806
$689K ﹤0.01%
24,899
+16,399
1807
$688K ﹤0.01%
5,789
+259
1808
$688K ﹤0.01%
29,102
+14,091
1809
$688K ﹤0.01%
12,025
+866
1810
$687K ﹤0.01%
3,600
-86
1811
$686K ﹤0.01%
36,794
+10,883
1812
$684K ﹤0.01%
26,323
+4,262
1813
$683K ﹤0.01%
9,544
+117
1814
$680K ﹤0.01%
25,520
+6,410
1815
$678K ﹤0.01%
8,919
+3,623
1816
$678K ﹤0.01%
12,313
+331
1817
$678K ﹤0.01%
68,808
+11,175
1818
$677K ﹤0.01%
16,699
-5,198
1819
$676K ﹤0.01%
+5,341
1820
$676K ﹤0.01%
22,223
+5,184
1821
$674K ﹤0.01%
+14,463
1822
$674K ﹤0.01%
6,476
-327
1823
$674K ﹤0.01%
1,950
-330
1824
$673K ﹤0.01%
+16,089
1825
$673K ﹤0.01%
7,301
+1,297
71 72
73
74 75