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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $44.6B
1-Year Est. Return 28.94%
This Fund
S&P 500
This Quarter Est. Return
+8.3%
1 Year Est. Return
+28.94%
3 Year Est. Return
+82.62%
5 Year Est. Return
+90.41%
10 Year Est. Return
+293.66%
AUM
$36.4B
AUM Growth
+$3.53B
Cap. Flow
+$1.12B
Cap. Flow %
3.08%
Top 10 Hldgs %
20.83%
Holding
3,908
New
299
Increased
2,042
Reduced
1,302
Closed
193

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$67.7M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$38.1M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$21.8M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$27.2M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$22.4M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$16.6M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.3M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.1M

Sector Composition

Rank Sector Weight
1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.69%
4 Communication Services 3.04%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTJ icon
2626
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$529K ﹤0.01%
24,080
+995
+4% +$21.8K
MFG icon
2627
Mizuho Financial
MFG
$134B
$529K ﹤0.01%
+79,007
New +$493K
EUSA icon
2628
iShares MSCI USA Equal Weighted ETF
EUSA
$1.96B
$527K ﹤0.01%
5,122
+962
+23% +$97.6K
AAOI icon
2629
Applied Optoelectronics
AAOI
$11B
$526K ﹤0.01%
20,286
+12,200
+151% +$312K
ALTL icon
2630
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
$526K ﹤0.01%
12,390
-2,851
-19% -$115K
BKE icon
2631
Buckle
BKE
$2.31B
$526K ﹤0.01%
8,959
+1
+0% +$54
SIXD
2632
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$405M
$526K ﹤0.01%
18,571
-5,534
-23% -$154K
BLW icon
2633
BlackRock Limited Duration Income Trust
BLW
$508M
$525K ﹤0.01%
37,503
-6,835
-15% -$96.6K
TRIP icon
2634
TripAdvisor
TRIP
$1.29B
$525K ﹤0.01%
+32,286
New +$563K
KMID
2635
Virtus KAR Mid-Cap ETF
KMID
$46.8M
$525K ﹤0.01%
21,274
-1,717
-7% -$42.7K
OVV icon
2636
Ovintiv
OVV
$17.2B
$524K ﹤0.01%
12,987
+6,591
+103% +$269K
PHG icon
2637
Philips
PHG
$26.8B
$524K ﹤0.01%
19,929
+3,735
+23% +$95.9K
RAAX icon
2638
VanEck Inflation Allocation ETF
RAAX
$1.2B
$524K ﹤0.01%
15,212
+228
+2% +$7.43K
COMT icon
2639
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.22B
$522K ﹤0.01%
19,449
+213
+1% +$5.63K
SNPE icon
2640
Xtrackers S&P 500 ESG ETF
SNPE
$2.8B
$522K ﹤0.01%
8,696
-847
-9% -$48.8K
SPLB icon
2641
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$522K ﹤0.01%
22,579
-36,135
-62% -$818K
TRU icon
2642
TransUnion
TRU
$15.5B
$522K ﹤0.01%
+6,234
New +$566K
MAYW icon
2643
AllianzIM U.S. Equity Buffer20 May ETF
MAYW
$453M
$521K ﹤0.01%
15,820
-941
-6% -$30.6K
AWF
2644
AllianceBernstein Global High Income Fund
AWF
$878M
$519K ﹤0.01%
46,322
-1,629
-3% -$18.2K
JPEM icon
2645
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
$519K ﹤0.01%
8,790
+4,423
+101% +$256K
U icon
2646
Unity
U
$20.2B
$519K ﹤0.01%
12,960
+3,143
+32% +$117K
AAON icon
2647
Aaon
AAON
$7.23B
$518K ﹤0.01%
5,546
+688
+14% +$56.4K
RIET icon
2648
Hoya Capital High Dividend Yield ETF
RIET
$109M
$518K ﹤0.01%
53,811
+27,128
+102% +$262K
HALO icon
2649
Halozyme
HALO
$11.4B
$517K ﹤0.01%
7,050
+43
+0.6% +$2.86K
WST icon
2650
West Pharmaceutical
WST
$24.4B
$516K ﹤0.01%
1,968
+439
+29% +$107K
104 105
106
107 108

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Cambridge Investment Research Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Cambridge Investment Research Advisors held 3,908 positions worth $36.4B, up 11% from $32.9B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Cambridge Investment Research Advisors deployed $1.12B of net new capital in Q3 2025, opening 299 new positions and adding to 2,042 existing holdings. Its largest new stake was Scharf ETF: 195,274 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $27.2M trimmed.

  • Cambridge Investment Research Advisors's largest Q3 2025 buy was Scharf ETF: 195,274 shares worth $11M.
  • Cambridge Investment Research Advisors added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $67.7M increase.
  • Cambridge Investment Research Advisors's biggest Q3 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $27.2M.
  • Cambridge Investment Research Advisors fully exited iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025, selling an estimated $8.43M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 21% of its $36.4B portfolio in Q3 2025.
  • Cambridge Investment Research Advisors opened 299 new positions and closed 193 in Q3 2025.
  • Cambridge Investment Research Advisors's portfolio value rose 11% quarter-over-quarter to $36.4B.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.