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
201
$21.7M 0.1%
86,467
+14,258
202
$21.7M 0.1%
+822,744
203
$21.6M 0.1%
212,245
-129,239
204
$21.4M 0.1%
42,500
-2,316
205
$21.2M 0.1%
436,967
-81,175
206
$21.1M 0.1%
205,734
+79,453
207
$20.8M 0.1%
125,334
+21,805
208
$20.8M 0.1%
134,391
-1,499
209
$20.6M 0.1%
93,804
-763
210
$20.5M 0.1%
88,512
+5,623
211
$20.4M 0.1%
78,727
-6,956
212
$20.4M 0.1%
83,687
+3,938
213
$20.1M 0.1%
1,019,722
+77,006
214
$19.9M 0.1%
255,175
-121,735
215
$19.6M 0.09%
229,793
+988
216
$19.6M 0.09%
833,694
+125,735
217
$19.4M 0.09%
1,143,314
+37,272
218
$19.4M 0.09%
385,808
-12,332
219
$19.4M 0.09%
108,395
+3,030
220
$19.2M 0.09%
21,963
+2,512
221
$19.2M 0.09%
516,251
-144,629
222
$19M 0.09%
135,410
-234
223
$18.6M 0.09%
828,644
+176,706
224
$18.6M 0.09%
133,872
-92,647
225
$18.5M 0.09%
157,209
-13,640
7 8
9
10 11