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
2276
$381K ﹤0.01%
1,657
-31
2277
$381K ﹤0.01%
571
-40
2278
$380K ﹤0.01%
+1,507
2279
$380K ﹤0.01%
55,073
-1,253
2280
$380K ﹤0.01%
13,856
2281
$380K ﹤0.01%
18,459
-1,200
2282
$380K ﹤0.01%
3,361
+874
2283
$380K ﹤0.01%
18,010
+924
2284
$379K ﹤0.01%
13,262
-230
2285
$377K ﹤0.01%
+10,098
2286
$376K ﹤0.01%
12,549
-265
2287
$376K ﹤0.01%
6,492
-1,186
2288
$375K ﹤0.01%
12,540
-1,863
2289
$375K ﹤0.01%
1,327
+83
2290
$375K ﹤0.01%
8,665
-22,205
2291
$374K ﹤0.01%
14,055
-2,285
2292
$373K ﹤0.01%
2,974
+54
2293
$372K ﹤0.01%
+20,711
2294
$372K ﹤0.01%
2,412
2295
$372K ﹤0.01%
+9,316
2296
$372K ﹤0.01%
30,809
+15,777
2297
$372K ﹤0.01%
31,346
-962
2298
$371K ﹤0.01%
12,069
+2,480
2299
$371K ﹤0.01%
12,766
+1,025
2300
$371K ﹤0.01%
41,351
+426
90 91
92
93 94