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
1926
$588K ﹤0.01%
4,738
-3,574
1927
$588K ﹤0.01%
10,348
-2,619
1928
$587K ﹤0.01%
12,807
+1,575
1929
$587K ﹤0.01%
12,396
-4,056
1930
$586K ﹤0.01%
5,924
+1,195
1931
$586K ﹤0.01%
3,051
+1,637
1932
$583K ﹤0.01%
15,906
+747
1933
$580K ﹤0.01%
33,579
+2,734
1934
$579K ﹤0.01%
13,887
+1,720
1935
$579K ﹤0.01%
14,377
-702
1936
$578K ﹤0.01%
71,462
+18,070
1937
$577K ﹤0.01%
7,627
+10
1938
$577K ﹤0.01%
5,919
+126
1939
$576K ﹤0.01%
55,422
+2,689
1940
$574K ﹤0.01%
13,661
+4,057
1941
$572K ﹤0.01%
50,014
-1,369
1942
$571K ﹤0.01%
42,125
-5,036
1943
$571K ﹤0.01%
28,262
-26,634
1944
$569K ﹤0.01%
14,646
+1,078
1945
$569K ﹤0.01%
25,579
+1,451
1946
$569K ﹤0.01%
16,042
+7,750
1947
$567K ﹤0.01%
+27,302
1948
$567K ﹤0.01%
3,645
-280
1949
$567K ﹤0.01%
37,820
+5,982
1950
$566K ﹤0.01%
39,171
-759
76 77
78
79 80