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
2151
$441K ﹤0.01%
+18,277
2152
$440K ﹤0.01%
14,501
+1,727
2153
$439K ﹤0.01%
+15,505
2154
$439K ﹤0.01%
1,779
-85
2155
$439K ﹤0.01%
10,205
+5,038
2156
$437K ﹤0.01%
3,929
+583
2157
$437K ﹤0.01%
34,334
-3,989
2158
$437K ﹤0.01%
24,874
+2,600
2159
$436K ﹤0.01%
1,052
-36
2160
$436K ﹤0.01%
3,446
-1,777
2161
$436K ﹤0.01%
2,915
+130
2162
$436K ﹤0.01%
4,747
+2,504
2163
$435K ﹤0.01%
15,062
-107
2164
$434K ﹤0.01%
17,696
+371
2165
$433K ﹤0.01%
+2,606
2166
$432K ﹤0.01%
8,518
-51
2167
$431K ﹤0.01%
9,300
+1,591
2168
$430K ﹤0.01%
+25,672
2169
$430K ﹤0.01%
3,060
-126
2170
$429K ﹤0.01%
16,837
+2,411
2171
$429K ﹤0.01%
5,296
+578
2172
$429K ﹤0.01%
2,081
+422
2173
$428K ﹤0.01%
14,582
-5,868
2174
$428K ﹤0.01%
9,326
+230
2175
$428K ﹤0.01%
+1,084
85 86
87
88 89