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
1951
$564K ﹤0.01%
30,574
-50
1952
$563K ﹤0.01%
+3,997
1953
$563K ﹤0.01%
14,510
+1,608
1954
$563K ﹤0.01%
32,841
+13,346
1955
$562K ﹤0.01%
16,106
+1,024
1956
$561K ﹤0.01%
12,116
-1,095
1957
$560K ﹤0.01%
7,717
-421
1958
$560K ﹤0.01%
+26,025
1959
$559K ﹤0.01%
19,483
+53
1960
$559K ﹤0.01%
+21,800
1961
$559K ﹤0.01%
9,280
-7,719
1962
$558K ﹤0.01%
20,706
-19,554
1963
$557K ﹤0.01%
55,582
+1,717
1964
$555K ﹤0.01%
7,678
-15,271
1965
$553K ﹤0.01%
+3,019
1966
$553K ﹤0.01%
+24,017
1967
$552K ﹤0.01%
1,839
+34
1968
$552K ﹤0.01%
16,300
1969
$552K ﹤0.01%
19,184
+2,628
1970
$551K ﹤0.01%
9,579
-727
1971
$551K ﹤0.01%
9,678
-2,360
1972
$551K ﹤0.01%
14,388
-2,238
1973
$551K ﹤0.01%
16,613
+967
1974
$548K ﹤0.01%
+27,705
1975
$546K ﹤0.01%
55,179
+183
77 78
79
80 81