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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
+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
TGTX icon
2951
TG Therapeutics
TGTX
$7.34B
$391K ﹤0.01%
13,120
+3,987
+44% +$130K
XMAR icon
2952
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
$391K ﹤0.01%
9,785
-3,285
-25% -$130K
EIM
2953
Eaton Vance Municipal Bond Fund
EIM
$500M
$390K ﹤0.01%
40,073
+170
+0.4% +$1.68K
PTC icon
2954
PTC
PTC
$16.7B
$390K ﹤0.01%
2,239
-61
-3% -$11.3K
CRML icon
2955
Critical Metals Corp
CRML
$967M
$389K ﹤0.01%
56,031
+8,008
+17% +$87.3K
DMBS icon
2956
DoubleLine Mortgage ETF
DMBS
$705M
$388K ﹤0.01%
7,821
+121
+2% +$6.03K
VFC icon
2957
VF Corp
VFC
$5.79B
$388K ﹤0.01%
21,479
-5,079
-19% -$82.3K
NOK icon
2958
Nokia
NOK
$59B
$387K ﹤0.01%
59,867
-3,211
-5% -$19.9K
TJAN
2959
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32M
$387K ﹤0.01%
14,176
-981
-6% -$26.6K
ALNT icon
2960
Allient
ALNT
$1.86B
$386K ﹤0.01%
+7,182
New +$376K
MCHI icon
2961
iShares MSCI China ETF
MCHI
$6.14B
$386K ﹤0.01%
6,421
-1,390
-18% -$87.4K
W icon
2962
Wayfair
W
$13.9B
$386K ﹤0.01%
+3,846
New +$370K
HNI icon
2963
HNI Corp
HNI
$3.56B
$385K ﹤0.01%
9,152
+2,760
+43% +$117K
IESC icon
2964
IES Holdings
IESC
$14.9B
$384K ﹤0.01%
987
+94
+11% +$37.8K
AMZY icon
2965
YieldMax AMZN Option Income Strategy ETF
AMZY
$248M
$383K ﹤0.01%
28,847
+17,591
+156% +$245K
RELX icon
2966
RELX
RELX
$60.4B
$383K ﹤0.01%
9,481
-5,844
-38% -$249K
BUFY
2967
FT Vest Laddered International Moderate Buffer ETF
BUFY
$155M
$383K ﹤0.01%
+17,240
New +$377K
ENPH icon
2968
Enphase Energy
ENPH
$5.39B
$382K ﹤0.01%
11,906
+927
+8% +$30K
EQL icon
2969
ALPS Equal Sector Weight ETF
EQL
$768M
$382K ﹤0.01%
8,238
+2,768
+51% +$128K
AGGS
2970
Harbor Disciplined Bond ETF
AGGS
$39.3M
$382K ﹤0.01%
9,272
– –
BLSH
2971
Bullish
BLSH
$4.17B
$382K ﹤0.01%
10,077
+3,695
+58% +$180K
BPRN icon
2972
Princeton Bancorp
BPRN
$296M
$381K ﹤0.01%
10,980
+112
+1% +$3.69K
VTEI icon
2973
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
$381K ﹤0.01%
3,776
+1,550
+70% +$156K
BIDD
2974
iShares International Dividend Active ETF
BIDD
$423M
$381K ﹤0.01%
13,213
-468
-3% -$13.3K
EXLS icon
2975
EXL Service
EXLS
$5.36B
$380K ﹤0.01%
8,964
+595
+7% +$24.3K
117 118
119
120 121

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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.