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
2126
$457K ﹤0.01%
4,285
+624
2127
$457K ﹤0.01%
11,630
+3,004
2128
$456K ﹤0.01%
16,912
+171
2129
$454K ﹤0.01%
2,347
+515
2130
$454K ﹤0.01%
23,727
-2,980
2131
$454K ﹤0.01%
41,361
+3,333
2132
$454K ﹤0.01%
22,631
+4,630
2133
$453K ﹤0.01%
13,023
+2,413
2134
$453K ﹤0.01%
+13,525
2135
$453K ﹤0.01%
19,327
+6,600
2136
$451K ﹤0.01%
7,953
-150
2137
$450K ﹤0.01%
16,635
-226
2138
$450K ﹤0.01%
24,687
2139
$450K ﹤0.01%
22,782
2140
$449K ﹤0.01%
25,837
-1,340
2141
$448K ﹤0.01%
1,406
-630
2142
$447K ﹤0.01%
49,352
-2,907
2143
$446K ﹤0.01%
45,422
+942
2144
$445K ﹤0.01%
1,713
+387
2145
$443K ﹤0.01%
12,052
+2,433
2146
$442K ﹤0.01%
9,114
+100
2147
$442K ﹤0.01%
+10,571
2148
$441K ﹤0.01%
13,711
-7,642
2149
$441K ﹤0.01%
25,901
+6,882
2150
$441K ﹤0.01%
67,702
+11,899
84 85
86
87 88