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
+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
BUFH
3101
FT Vest Laddered Max Buffer ETF
BUFH
$58.4M
$305K ﹤0.01%
+14,822
New +$302K
LPX icon
3102
Louisiana-Pacific
LPX
$5.18B
$304K ﹤0.01%
3,425
-134
-4% -$12.4K
GROZ
3103
Zacks Focus Growth ETF
GROZ
$111M
$304K ﹤0.01%
10,371
-2,034
-16% -$56.3K
FITE
3104
State Street SPDR S&P Kensho Future Security ETF
FITE
$159M
$303K ﹤0.01%
3,544
-551
-13% -$43.6K
NOK icon
3105
Nokia
NOK
$59.1B
$303K ﹤0.01%
63,078
-5,491
-8% -$24.8K
TUGN icon
3106
STF Tactical Growth & Income ETF
TUGN
$85.2M
$303K ﹤0.01%
11,648
+3,040
+35% +$76.5K
APLE icon
3107
Apple Hospitality REIT
APLE
$3.75B
$302K ﹤0.01%
25,156
+12,252
+95% +$151K
AXS icon
3108
AXIS Capital
AXS
$7.3B
$302K ﹤0.01%
3,147
-6,629
-68% -$642K
FEPI icon
3109
REX FANG & Innovation Equity Premium Income ETF
FEPI
$692M
$302K ﹤0.01%
6,446
+1,898
+42% +$87.7K
MGEE icon
3110
MGE Energy Inc
MGEE
$3.07B
$302K ﹤0.01%
+3,587
New +$306K
KBH icon
3111
KB Home
KBH
$3.44B
$301K ﹤0.01%
4,735
+584
+14% +$35.3K
INDY icon
3112
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$300K ﹤0.01%
5,892
+28
+0.5% +$1.47K
AVIV icon
3113
Avantis International Large Cap Value ETF
AVIV
$2.05B
$299K ﹤0.01%
4,434
+9
+0.2% +$583
HNI icon
3114
HNI Corp
HNI
$3.57B
$299K ﹤0.01%
6,392
-230
-3% -$10.9K
CRML icon
3115
Critical Metals Corp
CRML
$971M
$299K ﹤0.01%
48,023
+8,023
+20% +$41.1K
DINT icon
3116
Davis Select International ETF
DINT
$291M
$298K ﹤0.01%
+10,646
New +$283K
OII icon
3117
Oceaneering
OII
$5.1B
$298K ﹤0.01%
12,021
+196
+2% +$4.5K
HNGE
3118
Hinge Health
HNGE
$7.06B
$298K ﹤0.01%
+6,067
New +$317K
CAMT icon
3119
Camtek
CAMT
$8.15B
$297K ﹤0.01%
+2,824
New +$253K
SBRA icon
3120
Sabra Healthcare REIT
SBRA
$5.17B
$296K ﹤0.01%
15,892
-1,666
-9% -$31.1K
THY icon
3121
Toews Agility Shares Dynamic Tactical Income ETF
THY
$88.5M
$296K ﹤0.01%
+13,022
New +$293K
CWS icon
3122
AdvisorShares Focused Equity ETF
CWS
$134M
$295K ﹤0.01%
4,295
-33,521
-89% -$2.32M
MUFG icon
3123
Mitsubishi UFJ Financial
MUFG
$261B
$295K ﹤0.01%
18,525
+2,902
+19% +$43K
ACRE
3124
Ares Commercial Real Estate
ACRE
$262M
$294K ﹤0.01%
65,177
-2,670
-4% -$12.4K
AUGT icon
3125
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$32.5M
$294K ﹤0.01%
+8,419
New +$286K
123 124
125
126 127

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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.