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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
FSS icon
2826
Federal Signal
FSS
$7.51B
$420K ﹤0.01%
3,528
+221
+7% +$26.5K
PSH icon
2827
PGIM Short Duration High Yield ETF
PSH
$177M
$420K ﹤0.01%
+8,267
New +$419K
PXH icon
2828
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$420K ﹤0.01%
16,517
-5,604
-25% -$137K
SAN icon
2829
Banco Santander
SAN
$211B
$419K ﹤0.01%
39,974
+7,817
+24% +$72.8K
BCPC
2830
Balchem Corp
BCPC
$5.65B
$419K ﹤0.01%
2,795
-4,904
-64% -$773K
ZDEK
2831
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$109M
$417K ﹤0.01%
16,511
-2,186
-12% -$54.4K
CNX icon
2832
CNX Resources
CNX
$5.23B
$416K ﹤0.01%
12,948
-691
-5% -$21.2K
ETG
2833
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.87B
$416K ﹤0.01%
19,704
-1,743
-8% -$36.4K
FUBO icon
2834
FuboTV Inc
FUBO
$296M
$416K ﹤0.01%
8,358
+4,642
+125% +$211K
RLJ.PRA icon
2835
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$322M
$416K ﹤0.01%
16,488
+2,301
+16% +$56.9K
FTI icon
2836
TechnipFMC
FTI
$30.1B
$415K ﹤0.01%
+10,521
New +$385K
EMO
2837
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.06B
$414K ﹤0.01%
9,207
+1,303
+16% +$61.4K
FULT icon
2838
Fulton Financial
FULT
$4.69B
$414K ﹤0.01%
22,235
– –
WIX icon
2839
WIX.com
WIX
$3.35B
$414K ﹤0.01%
2,330
+858
+58% +$129K
XYLG icon
2840
Global X S&P 500 Covered Call & Growth ETF
XYLG
$65.7M
$413K ﹤0.01%
14,331
+5,039
+54% +$142K
INQQ icon
2841
India Internet & Ecommerce ETF
INQQ
$45.3M
$412K ﹤0.01%
26,404
+1,275
+5% +$20.6K
SLG icon
2842
SL Green Realty
SLG
$4.08B
$412K ﹤0.01%
6,886
-217
-3% -$12.8K
TJAN
2843
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32M
$410K ﹤0.01%
15,157
– –
IFLN
2844
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$409K ﹤0.01%
22,022
-921
-4% -$17K
BSCX icon
2845
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$408K ﹤0.01%
19,001
+5,657
+42% +$120K
DLX icon
2846
Deluxe
DLX
$1.11B
$408K ﹤0.01%
21,052
-123
-0.6% -$2.24K
MMT
2847
Aberdeen Multi-Market Income Fund
MMT
$244M
$407K ﹤0.01%
85,141
-2,000
-2% -$9.42K
PEZ icon
2848
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$22.4M
$407K ﹤0.01%
+4,044
New +$404K
SYBT icon
2849
Stock Yards Bancorp
SYBT
$2.64B
$407K ﹤0.01%
5,808
+1
+0% +$77
GAL icon
2850
State Street Global Allocation ETF
GAL
$316M
$406K ﹤0.01%
8,275
+139
+2% +$6.67K
112 113
114
115 116

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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.