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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
HYMC icon
2651
Hycroft Mining Holding Corp
HYMC
$2.48B
$515K ﹤0.01%
83,034
+12,473
+18% +$55.5K
LVS icon
2652
Las Vegas Sands
LVS
$29.6B
$515K ﹤0.01%
9,576
+213
+2% +$11.2K
ISCB icon
2653
iShares Morningstar Small-Cap ETF
ISCB
$294M
$514K ﹤0.01%
8,111
-654
-7% -$40.1K
KYMR icon
2654
Kymera Therapeutics
KYMR
$9.51B
$514K ﹤0.01%
9,074
+49
+0.5% +$2.21K
MCHI icon
2655
iShares MSCI China ETF
MCHI
$6.14B
$514K ﹤0.01%
7,811
-2,243
-22% -$134K
PII icon
2656
Polaris
PII
$3.91B
$514K ﹤0.01%
8,844
-9,458
-52% -$510K
GALT icon
2657
Galectin Therapeutics
GALT
$356M
$513K ﹤0.01%
121,204
-111
-0.1% -$418
STPZ icon
2658
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$513K ﹤0.01%
9,477
-22
-0.2% -$1.19K
XMAR icon
2659
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
$513K ﹤0.01%
13,070
-771
-6% -$29.9K
CPSL
2660
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$130M
$513K ﹤0.01%
19,108
+6,322
+49% +$168K
DOCT
2661
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
$511K ﹤0.01%
11,832
-26,229
-69% -$1.1M
FTXN icon
2662
First Trust Nasdaq Oil & Gas ETF
FTXN
$164M
$511K ﹤0.01%
17,941
-5,785
-24% -$162K
NDEC
2663
Innovator Growth-100 Power Buffer ETF - December
NDEC
$62.5M
$511K ﹤0.01%
18,882
-1,493
-7% -$39.4K
AGZ icon
2664
iShares Agency Bond ETF
AGZ
$566M
$510K ﹤0.01%
4,619
-202
-4% -$22.1K
AR icon
2665
Antero Resources
AR
$11.3B
$510K ﹤0.01%
15,188
-6,269
-29% -$209K
FFTY icon
2666
CapForce IBD 50 ETF
FFTY
$80.5M
$510K ﹤0.01%
13,643
-14
-0.1% -$484
ILMN icon
2667
Illumina
ILMN
$29.1B
$510K ﹤0.01%
5,371
+144
+3% +$14.3K
ACI icon
2668
Albertsons Companies
ACI
$6.02B
$509K ﹤0.01%
29,097
-1,528
-5% -$30K
PCQ
2669
Pimco California Municipal Income Fund
PCQ
$168M
$509K ﹤0.01%
58,385
+13,723
+31% +$116K
AVY icon
2670
Avery Dennison
AVY
$13.6B
$508K ﹤0.01%
3,134
+322
+11% +$55.5K
SMBK icon
2671
SmartFinancial
SMBK
$899M
$507K ﹤0.01%
14,193
+298
+2% +$10.7K
FFOG icon
2672
Franklin Focused Dynamic Growth ETF
FFOG
$347M
$506K ﹤0.01%
10,644
-360
-3% -$16.4K
JUNW icon
2673
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$375M
$506K ﹤0.01%
15,429
-178
-1% -$5.75K
PR
2674
Permian Resources
PR
$17.7B
$506K ﹤0.01%
39,528
+2,869
+8% +$39.3K
BLE
2675
DELISTED
BlackRock Municipal Income Trust II
BLE
$505K ﹤0.01%
48,292
-6,006
-11% -$60.1K
105 106
107
108 109

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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.