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
2301
$371K ﹤0.01%
17,183
+750
2302
$370K ﹤0.01%
18,416
+4,843
2303
$370K ﹤0.01%
5,742
-478
2304
$370K ﹤0.01%
63,790
+33,243
2305
$370K ﹤0.01%
3,261
+318
2306
$369K ﹤0.01%
7,682
+3,002
2307
$369K ﹤0.01%
9,418
+869
2308
$368K ﹤0.01%
1,897
+96
2309
$368K ﹤0.01%
2,736
+539
2310
$368K ﹤0.01%
+18,787
2311
$367K ﹤0.01%
10,113
-256
2312
$366K ﹤0.01%
5,215
-768
2313
$366K ﹤0.01%
93,762
-30,722
2314
$366K ﹤0.01%
31,672
+500
2315
$366K ﹤0.01%
19,290
-3,745
2316
$365K ﹤0.01%
8,659
+2,565
2317
$365K ﹤0.01%
8,189
+286
2318
$364K ﹤0.01%
13,904
+2,442
2319
$363K ﹤0.01%
5,787
+451
2320
$363K ﹤0.01%
14,892
-745
2321
$363K ﹤0.01%
22,298
-683
2322
$363K ﹤0.01%
66,077
+1,684
2323
$362K ﹤0.01%
7,799
+555
2324
$362K ﹤0.01%
2,252
+93
2325
$362K ﹤0.01%
2,035
-134
91 92
93
94 95