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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
+10.37%
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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
+$735M
Cap. Flow %
2.23%
Top 10 Hldgs %
20.5%
Holding
3,797
New
302
Increased
1,702
Reduced
1,533
Closed
189

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$67M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$63.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$55.6M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.1M

Top Sells

Rank Stock Value
1
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$52.3M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$45.8M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$30.7M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.8M
5
BND icon
Vanguard Total Bond Market
BND
+$27.2M

Sector Composition

Rank Sector Weight
1 Technology 11.86%
2 Financials 5.23%
3 Consumer Discretionary 3.7%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAZ icon
3176
Lazard
LAZ
$4.43B
$238K ﹤0.01%
4,952
-137
-3% -$5.73K
MKTX icon
3177
MarketAxess Holdings
MKTX
$5.72B
$238K ﹤0.01%
1,064
-65
-6% -$14.3K
MUR icon
3178
Murphy Oil
MUR
$4.99B
$238K ﹤0.01%
+10,557
New +$235K
MUST icon
3179
Columbia Multi-Sector Municipal Income ETF
MUST
$599M
$238K ﹤0.01%
11,804
-696
-6% -$13.9K
U icon
3180
Unity
U
$20.2B
$238K ﹤0.01%
+9,817
New +$216K
HRI icon
3181
Herc Holdings
HRI
$5.64B
$237K ﹤0.01%
+1,800
New +$218K
IBTK icon
3182
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$237K ﹤0.01%
11,958
-4,806
-29% -$94.3K
LNKB
3183
DELISTED
LINKBANCORP
LNKB
$237K ﹤0.01%
32,401
+20,532
+173% +$141K
NQP
3184
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$237K ﹤0.01%
21,131
+8,317
+65% +$92.6K
SPBO icon
3185
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
$237K ﹤0.01%
8,103
-6,124
-43% -$176K
ACVF icon
3186
American Conservative Values ETF
ACVF
$159M
$236K ﹤0.01%
4,997
+3
+0.1% +$131
CAR icon
3187
Avis
CAR
$4.84B
$236K ﹤0.01%
+1,395
New +$150K
CRL icon
3188
Charles River Laboratories
CRL
$13.4B
$236K ﹤0.01%
1,554
-372
-19% -$49.6K
DBEU icon
3189
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$802M
$236K ﹤0.01%
5,363
-3,340
-38% -$147K
OLN icon
3190
Olin
OLN
$2.17B
$236K ﹤0.01%
11,736
-5,963
-34% -$124K
PGEN icon
3191
Precigen
PGEN
$2.32B
$236K ﹤0.01%
166,229
-25,490
-13% -$36.2K
ARR
3192
Armour Residential REIT
ARR
$2.37B
$235K ﹤0.01%
13,978
+3,394
+32% +$54.5K
DBEM icon
3193
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$110M
$235K ﹤0.01%
8,595
-2,344
-21% -$60.6K
MWA icon
3194
Mueller Water Products
MWA
$3.98B
$235K ﹤0.01%
9,786
+1,231
+14% +$30.5K
SCD
3195
LMP Capital and Income Fund
SCD
$363M
$235K ﹤0.01%
15,095
-5
-0% -$77
CCEF icon
3196
Calamos CEF Income & Arbitrage ETF
CCEF
$36.1M
$234K ﹤0.01%
8,223
-7,708
-48% -$209K
ROAD icon
3197
Construction Partners
ROAD
$6.73B
$234K ﹤0.01%
+2,203
New +$206K
ASX icon
3198
ASE Group
ASX
$103B
$233K ﹤0.01%
22,520
+184
+0.8% +$1.72K
IBOC icon
3199
International Bancshares
IBOC
$4.57B
$233K ﹤0.01%
3,503
– –
STLA icon
3200
Stellantis
STLA
$20.2B
$233K ﹤0.01%
23,251
-2,843
-11% -$28K
126 127
128
129 130

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Cambridge Investment Research Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Cambridge Investment Research Advisors held 3,797 positions worth $32.9B, up 11% from $29.6B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q2 2025 filing shows 302 new, 1,702 increased, 1,533 reduced and 189 closed positions. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 707,098 shares worth $35.5M. The largest sale was Invesco Ultra Short Duration ETF, an estimated $52.3M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Cambridge Investment Research Advisors's largest Q2 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 707,098 shares worth $35.5M.
  • Cambridge Investment Research Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $67M increase.
  • Cambridge Investment Research Advisors's biggest Q2 2025 reduction was Invesco Ultra Short Duration ETF, cutting an estimated $52.3M.
  • Cambridge Investment Research Advisors fully exited MicroSectors FANG+ ETNs due Jan 8 2038 in Q2 2025, selling an estimated $8.22M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $32.9B portfolio in Q2 2025.
  • Cambridge Investment Research Advisors opened 302 new positions and closed 189 in Q2 2025.
  • Cambridge Investment Research Advisors's portfolio value rose 11% quarter-over-quarter to $32.9B.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.