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
2026
$519K ﹤0.01%
24,826
+14,784
2027
$518K ﹤0.01%
10,301
-16,143
2028
$517K ﹤0.01%
3,070
+106
2029
$517K ﹤0.01%
4,147
-540
2030
$515K ﹤0.01%
8,052
+3,876
2031
$515K ﹤0.01%
6,934
+2,790
2032
$515K ﹤0.01%
7,049
2033
$513K ﹤0.01%
9,012
-672
2034
$513K ﹤0.01%
+22,533
2035
$513K ﹤0.01%
13,160
+11,004
2036
$513K ﹤0.01%
12,169
+3,222
2037
$513K ﹤0.01%
6,734
+127
2038
$512K ﹤0.01%
28,060
-5,815
2039
$512K ﹤0.01%
15,775
+958
2040
$512K ﹤0.01%
+15,184
2041
$511K ﹤0.01%
13,256
-968
2042
$511K ﹤0.01%
+10,973
2043
$511K ﹤0.01%
20,863
+1,309
2044
$511K ﹤0.01%
15,450
-2,235
2045
$511K ﹤0.01%
3,795
+375
2046
$509K ﹤0.01%
11,238
+449
2047
$508K ﹤0.01%
7,535
-2,115
2048
$508K ﹤0.01%
34,937
+1,361
2049
$507K ﹤0.01%
+10,202
2050
$507K ﹤0.01%
19,135
+4,047
80 81
82
83 84