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
1976
$545K ﹤0.01%
6,767
+1,129
1977
$543K ﹤0.01%
6,539
-812
1978
$543K ﹤0.01%
+1,716
1979
$542K ﹤0.01%
5,123
+765
1980
$542K ﹤0.01%
10,821
-1,177
1981
$542K ﹤0.01%
10,177
-1,499
1982
$541K ﹤0.01%
21,798
-3,976
1983
$541K ﹤0.01%
15,091
-882
1984
$540K ﹤0.01%
2,024
-291
1985
$540K ﹤0.01%
21,154
+560
1986
$540K ﹤0.01%
19,298
-16,242
1987
$540K ﹤0.01%
8,066
+2,658
1988
$539K ﹤0.01%
+168,316
1989
$539K ﹤0.01%
7,270
+1,926
1990
$539K ﹤0.01%
12,212
+6,046
1991
$539K ﹤0.01%
6,145
-19,171
1992
$538K ﹤0.01%
20,018
-1,837
1993
$538K ﹤0.01%
10,206
-235
1994
$538K ﹤0.01%
14,400
-390
1995
$536K ﹤0.01%
6,383
-65
1996
$535K ﹤0.01%
15,440
-4,104
1997
$535K ﹤0.01%
24,986
+2,365
1998
$533K ﹤0.01%
49,315
-10,877
1999
$533K ﹤0.01%
9,698
-1,027
2000
$533K ﹤0.01%
35,947
+6,000
78 79
80
81 82