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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
CPSO
3126
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$28.1M
$324K ﹤0.01%
+11,989
New +$323K
TPC
3127
Tutor Perini Cor
TPC
$4.98B
$324K ﹤0.01%
+4,828
New +$317K
Z icon
3128
Zillow
Z
$8.08B
$323K ﹤0.01%
4,734
+594
+14% +$43K
AXGN icon
3129
Axogen
AXGN
$2.58B
$322K ﹤0.01%
+9,834
New +$242K
DBND icon
3130
DoubleLine Opportunistic Bond ETF
DBND
$757M
$322K ﹤0.01%
6,953
-252
-3% -$11.7K
RUN icon
3131
Sunrun
RUN
$2.37B
$322K ﹤0.01%
17,486
+1,360
+8% +$26.1K
ONLN icon
3132
ProShares Online Retail ETF
ONLN
$65M
$321K ﹤0.01%
5,427
-16,315
-75% -$972K
PPT
3133
Franklin Premier Income Trust
PPT
$332M
$321K ﹤0.01%
90,801
-425
-0.5% -$1.53K
RJF icon
3134
Raymond James Financial
RJF
$34.8B
$321K ﹤0.01%
1,997
-850
-30% -$137K
IWMI
3135
NEOS Russell 2000 High Income ETF
IWMI
$1.16B
$321K ﹤0.01%
6,592
+1,906
+41% +$93.3K
AVB icon
3136
AvalonBay Communities
AVB
$26.3B
$320K ﹤0.01%
1,767
-203
-10% -$36.8K
OBIL icon
3137
US Treasury 12 Month Bill ETF
OBIL
$307M
$320K ﹤0.01%
6,383
-452
-7% -$22.7K
VOXR
3138
Vox Royalty Corp
VOXR
$369M
$320K ﹤0.01%
+67,547
New +$306K
DXPE icon
3139
DXP Enterprises
DXPE
$3B
$319K ﹤0.01%
2,905
-155
-5% -$16.9K
EFAS icon
3140
Global X MSCI SuperDividend EAFE ETF
EFAS
$53.9M
$319K ﹤0.01%
16,456
+4,114
+33% +$77.4K
IBTK icon
3141
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$319K ﹤0.01%
16,070
+503
+3% +$10K
THW
3142
abrdn World Healthcare Fund
THW
$560M
$319K ﹤0.01%
24,948
+12
+0% +$153
FTPA
3143
Franklin Pennsylvania Municipal Income ETF
FTPA
$99.9M
$319K ﹤0.01%
+37,016
New +$319K
ACA icon
3144
Arcosa
ACA
$7.12B
$318K ﹤0.01%
2,996
-58
-2% -$5.86K
FVRR icon
3145
Fiverr
FVRR
$324M
$318K ﹤0.01%
+16,110
New +$347K
GROZ
3146
Zacks Focus Growth ETF
GROZ
$111M
$318K ﹤0.01%
10,661
+290
+3% +$8.65K
STXD icon
3147
Strive 1000 Dividend Growth ETF
STXD
$66.9M
$316K ﹤0.01%
8,528
+129
+2% +$4.75K
DUKH
3148
Ocean Park High Income ETF
DUKH
$24.6M
$316K ﹤0.01%
12,977
-11,300
-47% -$276K
SMHX
3149
VanEck Fabless Semiconductor ETF
SMHX
$268M
$316K ﹤0.01%
8,299
-847
-9% -$32.9K
LAZ icon
3150
Lazard
LAZ
$4.43B
$315K ﹤0.01%
6,496
+1,158
+22% +$57.8K
124 125
126
127 128

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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.