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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
FPF
3226
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.09B
$264K ﹤0.01%
13,805
+380
+3% +$7.24K
HYZD icon
3227
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
$264K ﹤0.01%
11,760
-1,018
-8% -$22.9K
SSD icon
3228
Simpson Manufacturing
SSD
$7.99B
$264K ﹤0.01%
+1,578
New +$282K
IBDY icon
3229
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$263K ﹤0.01%
10,035
+2
+0% +$52
INFU icon
3230
InfuSystem Holdings
INFU
$248M
$263K ﹤0.01%
+25,430
New +$211K
PVH icon
3231
PVH
PVH
$3.81B
$263K ﹤0.01%
+3,145
New +$247K
ROAM icon
3232
Hartford Multifactor Emerging Markets ETF
ROAM
$112M
$263K ﹤0.01%
9,440
-4,736
-33% -$128K
UBT icon
3233
ProShares Ultra 20+ Year Treasury
UBT
$58.2M
$263K ﹤0.01%
15,204
+646
+4% +$10.8K
QQWZ
3234
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
QQWZ
$40.4M
$263K ﹤0.01%
+10,643
New +$251K
BNDI icon
3235
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$187M
$262K ﹤0.01%
5,500
– –
BTT icon
3236
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$262K ﹤0.01%
11,678
+99
+0.9% +$2.2K
GOLF icon
3237
Acushnet Holdings
GOLF
$5.27B
$262K ﹤0.01%
3,342
+490
+17% +$38K
LFVN icon
3238
LifeVantage
LFVN
$83.6M
$262K ﹤0.01%
26,957
+16,352
+154% +$205K
OPRX icon
3239
OptimizeRx
OPRX
$144M
$262K ﹤0.01%
+12,765
New +$203K
SITM icon
3240
SiTime
SITM
$21.1B
$262K ﹤0.01%
870
-542
-38% -$126K
XYF
3241
X Financial
XYF
$203M
$262K ﹤0.01%
+19,022
New +$293K
DKL icon
3242
Delek Logistics
DKL
$2.76B
$261K ﹤0.01%
5,732
+537
+10% +$23.7K
GSL icon
3243
Global Ship Lease
GSL
$1.52B
$261K ﹤0.01%
+8,503
New +$253K
SIHY icon
3244
Harbor Ares Systematic High Yield ETF
SIHY
$150M
$261K ﹤0.01%
+5,635
New +$259K
TFIN icon
3245
Triumph Financial Inc
TFIN
$1.87B
$261K ﹤0.01%
5,209
+561
+12% +$33K
BINV icon
3246
Brandes International ETF
BINV
$538M
$260K ﹤0.01%
+6,766
New +$250K
IBN icon
3247
ICICI Bank
IBN
$106B
$260K ﹤0.01%
8,586
+1,946
+29% +$63.5K
NFE icon
3248
New Fortress Energy
NFE
$95.1M
$260K ﹤0.01%
+117,436
New +$334K
PUI icon
3249
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55.3M
$260K ﹤0.01%
5,669
-36,317
-86% -$1.58M
RDW icon
3250
Redwire
RDW
$3.35B
$260K ﹤0.01%
28,939
+9,188
+47% +$107K
128 129
130
131 132

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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.