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
1851
$651K ﹤0.01%
64,115
-3,225
1852
$650K ﹤0.01%
19,292
+2,169
1853
$649K ﹤0.01%
13,134
-470
1854
$648K ﹤0.01%
11,267
-12,171
1855
$647K ﹤0.01%
+3,101
1856
$647K ﹤0.01%
17,443
+627
1857
$646K ﹤0.01%
4,994
-1,785
1858
$646K ﹤0.01%
12,191
+80
1859
$644K ﹤0.01%
10,303
+2,473
1860
$644K ﹤0.01%
6,895
+125
1861
$644K ﹤0.01%
17,738
+2,936
1862
$643K ﹤0.01%
21,046
-1,677
1863
$642K ﹤0.01%
16,858
+3,420
1864
$641K ﹤0.01%
17,301
-3,039
1865
$640K ﹤0.01%
35,126
-77,588
1866
$639K ﹤0.01%
9,719
+1,541
1867
$638K ﹤0.01%
18,970
1868
$638K ﹤0.01%
7,301
-8,699
1869
$636K ﹤0.01%
12,987
+1,008
1870
$636K ﹤0.01%
1,976
+13
1871
$635K ﹤0.01%
19,077
-20
1872
$635K ﹤0.01%
5,554
+263
1873
$634K ﹤0.01%
15,785
-553
1874
$631K ﹤0.01%
66,967
+36,497
1875
$631K ﹤0.01%
31,118
+12,873
73 74
75
76 77