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
1826
$673K ﹤0.01%
26,874
-28,433
1827
$672K ﹤0.01%
7,427
+946
1828
$672K ﹤0.01%
+29,006
1829
$672K ﹤0.01%
13,855
+9,742
1830
$671K ﹤0.01%
28,883
+336
1831
$670K ﹤0.01%
77,922
-1,396
1832
$669K ﹤0.01%
8,243
+3,360
1833
$668K ﹤0.01%
50,701
+37,292
1834
$668K ﹤0.01%
5,615
+1,953
1835
$667K ﹤0.01%
11,435
+1,859
1836
$663K ﹤0.01%
25,689
+5,141
1837
$661K ﹤0.01%
13,156
+3,390
1838
$660K ﹤0.01%
+61,661
1839
$659K ﹤0.01%
28,989
-6,521
1840
$659K ﹤0.01%
20,668
-882
1841
$659K ﹤0.01%
62,031
+5,893
1842
$658K ﹤0.01%
7,494
+2,033
1843
$658K ﹤0.01%
18,103
+1,281
1844
$657K ﹤0.01%
+2,397
1845
$654K ﹤0.01%
29,493
+4,146
1846
$653K ﹤0.01%
34,437
-58,251
1847
$653K ﹤0.01%
10,191
+3,830
1848
$652K ﹤0.01%
102,590
+14,089
1849
$651K ﹤0.01%
11,264
+3,793
1850
$651K ﹤0.01%
17,804
+7,802
72 73
74
75 76