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
2326
$362K ﹤0.01%
24,319
+10,892
2327
$361K ﹤0.01%
+6,259
2328
$361K ﹤0.01%
6,744
-12,736
2329
$361K ﹤0.01%
3,574
-1,502
2330
$361K ﹤0.01%
7,944
-808
2331
$361K ﹤0.01%
4,855
+1,397
2332
$360K ﹤0.01%
+11,232
2333
$359K ﹤0.01%
57,118
+2,762
2334
$358K ﹤0.01%
+6,030
2335
$358K ﹤0.01%
22,992
+22
2336
$358K ﹤0.01%
10,163
+548
2337
$357K ﹤0.01%
2,004
+142
2338
$357K ﹤0.01%
14,686
+1,263
2339
$357K ﹤0.01%
7,327
+517
2340
$356K ﹤0.01%
14,343
+178
2341
$356K ﹤0.01%
4,585
+106
2342
$356K ﹤0.01%
+4,959
2343
$355K ﹤0.01%
4,055
+317
2344
$355K ﹤0.01%
21,064
+500
2345
$354K ﹤0.01%
13,481
-1,478
2346
$354K ﹤0.01%
4,772
+206
2347
$354K ﹤0.01%
34,766
+10,072
2348
$354K ﹤0.01%
29,573
-5,233
2349
$354K ﹤0.01%
83,963
+64,115
2350
$353K ﹤0.01%
25,801
+605
92 93
94
95 96