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
2451
$308K ﹤0.01%
3,544
-28,262
2452
$308K ﹤0.01%
5,889
-457
2453
$307K ﹤0.01%
4,075
-3
2454
$306K ﹤0.01%
+6,008
2455
$306K ﹤0.01%
19,672
+1,103
2456
$305K ﹤0.01%
10,986
+2,640
2457
$305K ﹤0.01%
2,191
+245
2458
$305K ﹤0.01%
3,829
-258
2459
$305K ﹤0.01%
3,895
+64
2460
$304K ﹤0.01%
21,092
2461
$303K ﹤0.01%
12,427
-1,347
2462
$303K ﹤0.01%
3,340
+275
2463
$302K ﹤0.01%
+23,499
2464
$302K ﹤0.01%
3,052
-764
2465
$301K ﹤0.01%
27,126
+9,052
2466
$301K ﹤0.01%
+10,088
2467
$300K ﹤0.01%
16,818
+1,746
2468
$300K ﹤0.01%
+9,655
2469
$299K ﹤0.01%
2,452
+369
2470
$299K ﹤0.01%
21,783
-1,000
2471
$298K ﹤0.01%
13,802
+281
2472
$298K ﹤0.01%
18,120
+655
2473
$298K ﹤0.01%
8,708
+153
2474
$298K ﹤0.01%
17,984
+2,128
2475
$297K ﹤0.01%
9,322
-8,334
97 98
99
100 101