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
1876
$629K ﹤0.01%
29,698
-4
1877
$629K ﹤0.01%
25,335
+609
1878
$629K ﹤0.01%
22,369
+1,240
1879
$627K ﹤0.01%
+23,786
1880
$627K ﹤0.01%
11,983
-1,212
1881
$626K ﹤0.01%
8,339
-21,249
1882
$623K ﹤0.01%
36,329
-39,728
1883
$621K ﹤0.01%
41,206
-127
1884
$620K ﹤0.01%
9,294
-2,297
1885
$620K ﹤0.01%
20,506
+4,936
1886
$619K ﹤0.01%
11,367
+46
1887
$619K ﹤0.01%
8,088
+2,536
1888
$618K ﹤0.01%
+16,204
1889
$617K ﹤0.01%
16,771
-822
1890
$617K ﹤0.01%
33,500
+250
1891
$616K ﹤0.01%
29,523
+85
1892
$615K ﹤0.01%
13,274
-164
1893
$614K ﹤0.01%
35,828
+805
1894
$614K ﹤0.01%
17,495
+411
1895
$613K ﹤0.01%
51,350
-2,415
1896
$611K ﹤0.01%
1,341
+1,163
1897
$611K ﹤0.01%
10,317
+971
1898
$611K ﹤0.01%
13,267
+546
1899
$610K ﹤0.01%
33,505
-1,246
1900
$609K ﹤0.01%
24,160
+4,008
74 75
76
77 78