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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
ESP icon
2976
Espey Mfg & Electronics Corp
ESP
$193M
$352K ﹤0.01%
8,899
+4,461
+101% +$208K
ODD icon
2977
ODDITY Tech
ODD
$615M
$352K ﹤0.01%
5,644
-1,506
-21% -$97.8K
TTMI icon
2978
TTM Technologies
TTMI
$14.6B
$352K ﹤0.01%
6,103
+750
+14% +$34.9K
CVSA
2979
Covista Inc
CVSA
$4.49B
$351K ﹤0.01%
+2,271
New +$291K
OLN icon
2980
Olin
OLN
$2.17B
$351K ﹤0.01%
14,038
+2,302
+20% +$51.1K
BTZ icon
2981
BlackRock Credit Allocation Income Trust
BTZ
$963M
$350K ﹤0.01%
31,689
-910
-3% -$10K
SMHX
2982
VanEck Fabless Semiconductor ETF
SMHX
$268M
$350K ﹤0.01%
9,146
-2,803
-23% -$97.8K
NANC icon
2983
Subversive Congressional Democrats Trading ETF
NANC
$294M
$349K ﹤0.01%
7,788
-165
-2% -$7.12K
FIGR
2984
Figure Technology Solutions
FIGR
$7.05B
$349K ﹤0.01%
+9,603
New +$373K
IDOG icon
2985
ALPS International Sector Dividend Dogs ETF
IDOG
$564M
$348K ﹤0.01%
9,773
+105
+1% +$3.7K
HWKN icon
2986
Hawkins
HWKN
$2.67B
$347K ﹤0.01%
1,899
+277
+17% +$46.3K
BPRN icon
2987
Princeton Bancorp
BPRN
$296M
$346K ﹤0.01%
10,868
+94
+0.9% +$3.03K
GEN icon
2988
Gen Digital
GEN
$17.7B
$346K ﹤0.01%
12,197
-5,162
-30% -$154K
THG icon
2989
Hanover Insurance
THG
$7.77B
$346K ﹤0.01%
1,905
+30
+2% +$5.14K
ARKX icon
2990
ARK Space & Defense Innovation ETF
ARKX
$864M
$345K ﹤0.01%
12,081
+1,509
+14% +$39.6K
DEHP icon
2991
Dimensional Emerging Markets High Profitability ETF
DEHP
$453M
$345K ﹤0.01%
+11,305
New +$329K
IAUX
2992
i-80 Gold Corp
IAUX
$1.43B
$345K ﹤0.01%
361,057
+192,257
+114% +$140K
IXG icon
2993
iShares Global Financials ETF
IXG
$702M
$344K ﹤0.01%
2,944
-570
-16% -$64.7K
OBIL icon
2994
US Treasury 12 Month Bill ETF
OBIL
$307M
$344K ﹤0.01%
+6,835
New +$343K
SCHQ
2995
Schwab Long-Term US Treasury ETF
SCHQ
$798M
$344K ﹤0.01%
10,638
-2,574
-19% -$81.5K
TMFE icon
2996
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$80.7M
$344K ﹤0.01%
11,813
-4,576
-28% -$130K
CEFS icon
2997
Saba Closed-End Funds ETF
CEFS
$442M
$343K ﹤0.01%
15,068
+1,654
+12% +$37.2K
BRRR icon
2998
Coinshares Bitcoin ETF
BRRR
$399M
$342K ﹤0.01%
10,573
-379
-3% -$12.3K
CLIR icon
2999
ClearSign Technologies
CLIR
$28.9M
$342K ﹤0.01%
44,300
– –
DJIA icon
3000
Global X Dow 30 Covered Call ETF
DJIA
$189M
$342K ﹤0.01%
15,635
-2,480
-14% -$53.8K
118 119
120
121 122

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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.