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
176
$24.6M 0.12%
229,198
+2,146
177
$24.3M 0.12%
376,359
+62,182
178
$24.3M 0.12%
643,125
+128,750
179
$24.1M 0.12%
325,053
+8,902
180
$23.8M 0.11%
57,915
+2,560
181
$23.8M 0.11%
103,548
-3,798
182
$23.7M 0.11%
497,873
+967
183
$23.7M 0.11%
643,563
+120,270
184
$23.7M 0.11%
187,856
+9,822
185
$23.6M 0.11%
75,876
+6,162
186
$23.5M 0.11%
236,342
+56,292
187
$23.5M 0.11%
695,975
-17,713
188
$23.4M 0.11%
183,866
+17,331
189
$23.4M 0.11%
500,776
+2,214
190
$23.1M 0.11%
955,486
-121,587
191
$23.1M 0.11%
586,739
+22,854
192
$23M 0.11%
676,428
+73,891
193
$22.9M 0.11%
378,477
+2,000
194
$22.9M 0.11%
150,987
+7,704
195
$22.6M 0.11%
372,980
+315,205
196
$22.5M 0.11%
394,795
+6,806
197
$22.4M 0.11%
433,159
+149,613
198
$22.4M 0.11%
204,187
-6,361
199
$22.4M 0.11%
435,902
+131,897
200
$22.3M 0.11%
136,459
+9,778
6 7
8
9 10