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
2101
$471K ﹤0.01%
19,170
-2,211
2102
$471K ﹤0.01%
13,071
+2,267
2103
$470K ﹤0.01%
42,844
+4,344
2104
$470K ﹤0.01%
4,598
+849
2105
$469K ﹤0.01%
5,807
-4,019
2106
$469K ﹤0.01%
67,464
+1,200
2107
$469K ﹤0.01%
118,554
+70,070
2108
$469K ﹤0.01%
10,609
-71,265
2109
$469K ﹤0.01%
17,832
-122,156
2110
$467K ﹤0.01%
10,137
-150
2111
$465K ﹤0.01%
3,990
-388
2112
$465K ﹤0.01%
17,482
-40
2113
$465K ﹤0.01%
53,062
-73,922
2114
$465K ﹤0.01%
18,697
-985
2115
$464K ﹤0.01%
24,833
+228
2116
$464K ﹤0.01%
20,306
+45
2117
$462K ﹤0.01%
4,653
-190
2118
$462K ﹤0.01%
6,982
+503
2119
$461K ﹤0.01%
27,827
-2,126
2120
$461K ﹤0.01%
5,455
+850
2121
$461K ﹤0.01%
22,014
+790
2122
$461K ﹤0.01%
11,100
+552
2123
$461K ﹤0.01%
43,637
+2,975
2124
$460K ﹤0.01%
4,501
+906
2125
$459K ﹤0.01%
25,228
-4
83 84
85
86 87