We are live on ! Find out more
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
+2.45%
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
$37.8B
AUM Growth
+$1.43B
Cap. Flow
+$830M
Cap. Flow %
2.19%
Top 10 Hldgs %
20.38%
Holding
4,005
New
290
Increased
1,922
Reduced
1,528
Closed
192

Top Buys

Rank Stock Value
1
AKRE
Akre Focus ETF
AKRE
+$69.4M
2
BPRE
Bluerock Private Real Estate Fund
BPRE
+$67.6M
3
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$67M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$44.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.3M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$85.8M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$72.3M
3
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$34.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$33.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$31.9M

Sector Composition

Rank Sector Weight
1 Technology 12.27%
2 Financials 5.07%
3 Consumer Discretionary 3.53%
4 Communication Services 3.12%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALTL icon
2776
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
$470K ﹤0.01%
10,952
-1,438
-12% -$62.1K
AVIV icon
2777
Avantis International Large Cap Value ETF
AVIV
$2.05B
$470K ﹤0.01%
6,603
+2,169
+49% +$150K
KORP icon
2778
American Century Diversified Corporate Bond ETF
KORP
$899M
$470K ﹤0.01%
9,953
+1,894
+24% +$90K
LEGR icon
2779
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$134M
$470K ﹤0.01%
7,904
+127
+2% +$7.35K
NUMV icon
2780
Nuveen ESG Mid-Cap Value ETF
NUMV
$461M
$470K ﹤0.01%
12,030
+503
+4% +$19.5K
TFPM icon
2781
Triple Flag Precious Metals
TFPM
$6.45B
$470K ﹤0.01%
14,154
+3,619
+34% +$113K
ARWR icon
2782
Arrowhead Research
ARWR
$12.1B
$468K ﹤0.01%
+7,046
New +$345K
DLX icon
2783
Deluxe
DLX
$1.11B
$468K ﹤0.01%
20,958
-94
-0.4% -$1.89K
IMTM icon
2784
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.33B
$468K ﹤0.01%
9,750
+1,306
+15% +$62.5K
SMTC icon
2785
Semtech
SMTC
$12.4B
$468K ﹤0.01%
+6,347
New +$450K
TSLY icon
2786
YieldMax TSLA Option Income Strategy ETF
TSLY
$673M
$468K ﹤0.01%
12,478
+2,670
+27% +$108K
BEN icon
2787
Franklin Resources
BEN
$17.2B
$467K ﹤0.01%
19,563
-6,555
-25% -$151K
OCUL icon
2788
Ocular Therapeutix
OCUL
$2.22B
$467K ﹤0.01%
38,459
+9,359
+32% +$114K
IBUY icon
2789
Amplify Online Retail ETF
IBUY
$125M
$466K ﹤0.01%
6,259
+355
+6% +$26.3K
TU icon
2790
Telus
TU
$15.2B
$466K ﹤0.01%
35,322
+11,264
+47% +$159K
U icon
2791
Unity
U
$20.2B
$466K ﹤0.01%
10,559
-2,401
-19% -$97.8K
ZDEK
2792
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$109M
$466K ﹤0.01%
18,103
+1,592
+10% +$40.6K
LADR
2793
Ladder Capital
LADR
$1.27B
$465K ﹤0.01%
42,279
-7,280
-15% -$79.1K
VGI
2794
Virtus Global Multi-Sector Income Fund
VGI
$83.5M
$465K ﹤0.01%
59,325
-2,160
-4% -$16.9K
WAT icon
2795
Waters Corp
WAT
$40.6B
$465K ﹤0.01%
1,223
-677
-36% -$249K
CNC icon
2796
Centene
CNC
$32.6B
$464K ﹤0.01%
11,286
-14,421
-56% -$540K
FCLD icon
2797
Fidelity Cloud Computing ETF
FCLD
$131M
$464K ﹤0.01%
+15,630
New +$468K
STXT icon
2798
Strive Total Return Bond ETF
STXT
$120M
$464K ﹤0.01%
23,106
-481
-2% -$9.75K
APOG icon
2799
Apogee Enterprises
APOG
$888M
$463K ﹤0.01%
+12,705
New +$480K
BINV icon
2800
Brandes International ETF
BINV
$538M
$463K ﹤0.01%
11,543
+4,777
+71% +$187K
110 111
112
113 114

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cambridge Investment Research Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cambridge Investment Research Advisors held 4,005 positions worth $37.8B, up 3.9% from $36.4B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q4 2025 filing shows 290 new, 1,922 increased, 1,528 reduced and 192 closed positions. Its largest new stake was Akre Focus ETF: 1,072,509 shares worth $70.3M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $85.8M.

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

  • Cambridge Investment Research Advisors's largest Q4 2025 buy was Akre Focus ETF: 1,072,509 shares worth $70.3M.
  • Cambridge Investment Research Advisors added most to Invesco Ultra Short Duration ETF in Q4 2025, an estimated $67M increase.
  • Cambridge Investment Research Advisors's biggest Q4 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $85.8M.
  • Cambridge Investment Research Advisors fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2025, selling an estimated $24.7M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $37.8B portfolio in Q4 2025.
  • Cambridge Investment Research Advisors opened 290 new positions and closed 192 in Q4 2025.
  • Cambridge Investment Research Advisors's portfolio value rose 3.9% quarter-over-quarter to $37.8B.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.