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
2401
$326K ﹤0.01%
+11,951
2402
$326K ﹤0.01%
58,737
-17,405
2403
$326K ﹤0.01%
+5,803
2404
$326K ﹤0.01%
3,882
-216
2405
$325K ﹤0.01%
22,156
+1,178
2406
$325K ﹤0.01%
2,294
+67
2407
$323K ﹤0.01%
4,253
-532
2408
$323K ﹤0.01%
5,082
-1,796
2409
$323K ﹤0.01%
3,003
+164
2410
$322K ﹤0.01%
20,623
-591
2411
$322K ﹤0.01%
9,967
-8,301
2412
$322K ﹤0.01%
+6,436
2413
$322K ﹤0.01%
2,690
+420
2414
$322K ﹤0.01%
12,502
-38
2415
$321K ﹤0.01%
13,320
-7,985
2416
$321K ﹤0.01%
85,879
+389
2417
$321K ﹤0.01%
10,993
-2,611
2418
$320K ﹤0.01%
+9,501
2419
$320K ﹤0.01%
4,194
+572
2420
$320K ﹤0.01%
2,838
+123
2421
$319K ﹤0.01%
4,574
2422
$318K ﹤0.01%
33,201
-1,534
2423
$318K ﹤0.01%
7,180
+50
2424
$318K ﹤0.01%
3,469
+110
2425
$316K ﹤0.01%
9,546
-1,298
95 96
97
98 99