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
2376
$341K ﹤0.01%
27,298
+65
2377
$341K ﹤0.01%
+7,523
2378
$340K ﹤0.01%
8,939
+875
2379
$340K ﹤0.01%
15,166
+3,096
2380
$340K ﹤0.01%
135,982
+5,850
2381
$338K ﹤0.01%
+16,106
2382
$338K ﹤0.01%
16,095
+3,792
2383
$338K ﹤0.01%
1,997
+51
2384
$338K ﹤0.01%
8,964
+1,290
2385
$337K ﹤0.01%
+11,371
2386
$336K ﹤0.01%
5,663
-1,668
2387
$333K ﹤0.01%
5,250
+1,229
2388
$333K ﹤0.01%
6,435
-165
2389
$332K ﹤0.01%
14,451
-3,386
2390
$329K ﹤0.01%
18,029
+2,597
2391
$329K ﹤0.01%
710
-636
2392
$329K ﹤0.01%
+4,551
2393
$328K ﹤0.01%
+13,556
2394
$328K ﹤0.01%
13,702
-150
2395
$328K ﹤0.01%
3,904
-257
2396
$328K ﹤0.01%
+7,789
2397
$327K ﹤0.01%
4,521
-37
2398
$327K ﹤0.01%
21,335
-590
2399
$327K ﹤0.01%
4,809
-269
2400
$327K ﹤0.01%
19,824
-2,147
94 95
96
97 98