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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
MC icon
3151
Moelis & Co
MC
$4.9B
$286K ﹤0.01%
4,007
+506
+14% +$36.1K
RXI icon
3152
iShares Global Consumer Discretionary ETF
RXI
$273M
$285K ﹤0.01%
1,376
– –
ZMAR
3153
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$114M
$285K ﹤0.01%
10,514
+371
+4% +$9.94K
CONY icon
3154
YieldMax COIN Option Income Strategy ETF
CONY
$324M
$284K ﹤0.01%
4,127
-305
-7% -$24K
HOG icon
3155
Harley-Davidson
HOG
$2.87B
$284K ﹤0.01%
10,164
-155
-2% -$4.16K
SCHK icon
3156
Schwab 1000 Index ETF
SCHK
$5.97B
$284K ﹤0.01%
8,843
-939
-10% -$29.1K
MTUS icon
3157
Metallus
MTUS
$895M
$284K ﹤0.01%
17,201
-409
-2% -$6.67K
ABAT icon
3158
American Battery Technology Co
ABAT
$344M
$283K ﹤0.01%
58,184
+7,144
+14% +$18.7K
CDX icon
3159
Simplify High Yield ETF
CDX
$380M
$283K ﹤0.01%
12,355
+3,185
+35% +$73.2K
CFFI icon
3160
C&F Financial
CFFI
$288M
$283K ﹤0.01%
4,217
– –
ETHO icon
3161
Amplify Etho Climate Leadership US ETF
ETHO
$195M
$283K ﹤0.01%
4,436
-350
-7% -$21.4K
GSG icon
3162
iShares S&P GSCI Commodity-Indexed Trust
GSG
$936M
$283K ﹤0.01%
12,342
-80
-0.6% -$1.81K
PUK icon
3163
Prudential
PUK
$34.4B
$283K ﹤0.01%
10,124
-96
-0.9% -$2.51K
DJD icon
3164
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$495M
$282K ﹤0.01%
5,107
-664
-12% -$36K
LAES icon
3165
SEALSQ Corp
LAES
$622M
$282K ﹤0.01%
75,381
-3,520
-4% -$11.4K
LAZ icon
3166
Lazard
LAZ
$4.3B
$282K ﹤0.01%
5,338
+386
+8% +$20.8K
XERS icon
3167
Xeris Biopharma Holdings
XERS
$1.55B
$282K ﹤0.01%
34,642
– –
FCTE
3168
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$252M
$281K ﹤0.01%
10,560
-428
-4% -$11.2K
RUN icon
3169
Sunrun
RUN
$2.37B
$279K ﹤0.01%
16,126
-12,075
-43% -$162K
SKYW icon
3170
Skywest
SKYW
$4.19B
$279K ﹤0.01%
2,768
+307
+12% +$34.3K
VAC icon
3171
Marriott Vacations Worldwide
VAC
$4.14B
$279K ﹤0.01%
4,198
+250
+6% +$19.3K
SPTB
3172
State Street SPDR Portfolio Treasury ETF
SPTB
$297M
$279K ﹤0.01%
9,099
-400
-4% -$12.2K
BBEM icon
3173
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$856M
$278K ﹤0.01%
4,398
+231
+6% +$14K
FBRT
3174
Franklin BSP Realty Trust
FBRT
$675M
$278K ﹤0.01%
25,638
-1,365
-5% -$15K
SHYL icon
3175
Xtrackers Short Duration High Yield Bond ETF
SHYL
$267M
$278K ﹤0.01%
6,121
-1,002
-14% -$45.3K
125 126
127
128 129

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LP
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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.