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
2001
$532K ﹤0.01%
10,279
-681
2002
$532K ﹤0.01%
+6,958
2003
$532K ﹤0.01%
+8,574
2004
$531K ﹤0.01%
53,239
-9,958
2005
$531K ﹤0.01%
43,406
+1,312
2006
$530K ﹤0.01%
15,741
-2,698
2007
$529K ﹤0.01%
5,845
-962
2008
$529K ﹤0.01%
9,099
+144
2009
$529K ﹤0.01%
2,138
-138
2010
$528K ﹤0.01%
24,390
+2
2011
$528K ﹤0.01%
34,406
-89
2012
$528K ﹤0.01%
13,084
+550
2013
$527K ﹤0.01%
3,077
+16
2014
$526K ﹤0.01%
33,265
-15,044
2015
$526K ﹤0.01%
1,116
+173
2016
$525K ﹤0.01%
25,274
+562
2017
$525K ﹤0.01%
48,226
+1,703
2018
$525K ﹤0.01%
10,185
-1,483
2019
$525K ﹤0.01%
23,972
+5,737
2020
$523K ﹤0.01%
18,362
+2,886
2021
$523K ﹤0.01%
17,430
+1,584
2022
$522K ﹤0.01%
32,905
+18,406
2023
$521K ﹤0.01%
34,299
+6,514
2024
$521K ﹤0.01%
9,012
+5,245
2025
$520K ﹤0.01%
21,678
+1,263
79 80
81
82 83