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
2051
$506K ﹤0.01%
8,284
-286
2052
$506K ﹤0.01%
3,128
-564
2053
$505K ﹤0.01%
19,645
-709
2054
$505K ﹤0.01%
7,436
+991
2055
$505K ﹤0.01%
+3,742
2056
$504K ﹤0.01%
+15,233
2057
$503K ﹤0.01%
50,027
+4,656
2058
$502K ﹤0.01%
12,610
-380
2059
$502K ﹤0.01%
22,954
-999
2060
$501K ﹤0.01%
5,004
+361
2061
$501K ﹤0.01%
19,182
+1,691
2062
$501K ﹤0.01%
9,956
+1,116
2063
$501K ﹤0.01%
43,731
-5,513
2064
$500K ﹤0.01%
26,901
-5,844
2065
$500K ﹤0.01%
10,813
+510
2066
$500K ﹤0.01%
15,729
-120
2067
$499K ﹤0.01%
5,923
+1,574
2068
$498K ﹤0.01%
4,139
2069
$497K ﹤0.01%
10,520
+150
2070
$496K ﹤0.01%
23,724
+7,801
2071
$496K ﹤0.01%
+6,351
2072
$495K ﹤0.01%
3,802
+414
2073
$494K ﹤0.01%
16,347
-842
2074
$492K ﹤0.01%
2,706
+271
2075
$492K ﹤0.01%
10,231
+1,295
81 82
83
84 85