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
2426
$316K ﹤0.01%
629
-55
2427
$316K ﹤0.01%
2,920
+111
2428
$316K ﹤0.01%
7,833
2429
$315K ﹤0.01%
3,364
-1,030
2430
$315K ﹤0.01%
6,198
-23
2431
$314K ﹤0.01%
5,113
+873
2432
$314K ﹤0.01%
+6,270
2433
$314K ﹤0.01%
3,209
-1,461
2434
$313K ﹤0.01%
6,497
+21
2435
$313K ﹤0.01%
+5,506
2436
$313K ﹤0.01%
12,325
+1
2437
$312K ﹤0.01%
11,198
-17
2438
$312K ﹤0.01%
17,143
-523
2439
$311K ﹤0.01%
6,692
-67
2440
$311K ﹤0.01%
24,514
+630
2441
$311K ﹤0.01%
10,225
-677
2442
$311K ﹤0.01%
5,454
+642
2443
$310K ﹤0.01%
667
+163
2444
$310K ﹤0.01%
9,481
-889
2445
$310K ﹤0.01%
10,579
-228
2446
$310K ﹤0.01%
21,379
+425
2447
$309K ﹤0.01%
13,040
-250
2448
$309K ﹤0.01%
4,755
+2
2449
$308K ﹤0.01%
6,924
+45
2450
$308K ﹤0.01%
21,208
+7,120
96 97
98
99 100