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
2201
$419K ﹤0.01%
21,185
+2,874
2202
$418K ﹤0.01%
8,927
+3,380
2203
$418K ﹤0.01%
9,874
+1,159
2204
$418K ﹤0.01%
29,802
2205
$417K ﹤0.01%
+26,473
2206
$415K ﹤0.01%
3,978
+124
2207
$414K ﹤0.01%
5,331
+365
2208
$414K ﹤0.01%
6,631
-1,590
2209
$413K ﹤0.01%
+4,149
2210
$413K ﹤0.01%
7,848
+117
2211
$413K ﹤0.01%
16,110
+1
2212
$412K ﹤0.01%
5,777
+393
2213
$412K ﹤0.01%
5,355
+98
2214
$410K ﹤0.01%
7,809
-15,703
2215
$409K ﹤0.01%
4,423
+2,631
2216
$409K ﹤0.01%
22,295
+6,170
2217
$408K ﹤0.01%
+28,568
2218
$408K ﹤0.01%
21,814
+93
2219
$407K ﹤0.01%
1,265
+13
2220
$407K ﹤0.01%
6,140
+280
2221
$406K ﹤0.01%
2,546
-330
2222
$405K ﹤0.01%
24,459
+9,791
2223
$404K ﹤0.01%
286,621
-6,000
2224
$403K ﹤0.01%
19,849
-592
2225
$403K ﹤0.01%
+6,902
87 88
89
90 91