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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
EIC
3251
Eagle Point Income Co
EIC
$230M
$259K ﹤0.01%
+19,216
New +$255K
IAPR icon
3252
Innovator International Developed Power Buffer ETF April
IAPR
$202M
$258K ﹤0.01%
8,580
+217
+3% +$6.42K
PNNT
3253
Pennant Park Investment Corp
PNNT
$249M
$258K ﹤0.01%
38,508
+614
+2% +$4.37K
TECB icon
3254
iShares US Tech Breakthrough Multisector ETF
TECB
$498M
$258K ﹤0.01%
4,275
-635
-13% -$37.1K
GME icon
3255
GameStop
GME
$8.36B
$257K ﹤0.01%
+9,439
New +$224K
CIM
3256
Chimera Investment
CIM
$1B
$256K ﹤0.01%
19,388
-1,586
-8% -$22.1K
PGY icon
3257
Pagaya Technologies
PGY
$1.74B
$256K ﹤0.01%
+8,616
New +$278K
SPFF icon
3258
Global X SuperIncome Preferred ETF
SPFF
$144M
$256K ﹤0.01%
27,686
-1,888
-6% -$17.4K
TOLZ icon
3259
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$175M
$256K ﹤0.01%
4,734
+471
+11% +$25.2K
UOCT icon
3260
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
$256K ﹤0.01%
6,668
+1,023
+18% +$38.5K
ANDE icon
3261
Andersons Inc
ANDE
$2.24B
$255K ﹤0.01%
6,416
-7,249
-53% -$279K
ISPY icon
3262
ProShares S&P 500 High Income ETF
ISPY
$1.27B
$255K ﹤0.01%
+5,647
New +$246K
PDD icon
3263
Pinduoduo
PDD
$121B
$255K ﹤0.01%
+1,928
New +$228K
PTEU icon
3264
Pacer Trendpilot European Index ETF
PTEU
$38.4M
$255K ﹤0.01%
+8,525
New +$248K
QLC icon
3265
FlexShares US Quality Large Cap Index Fund
QLC
$1.05B
$255K ﹤0.01%
3,274
+15
+0.5% +$1.11K
BPOP icon
3266
Popular Inc
BPOP
$11.3B
$254K ﹤0.01%
+2,000
New +$239K
EVX icon
3267
VanEck Environmental Services ETF
EVX
$102M
$254K ﹤0.01%
6,530
– –
NQP
3268
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$254K ﹤0.01%
21,165
+34
+0.2% +$377
USDU icon
3269
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$458M
$254K ﹤0.01%
9,623
-3,052
-24% -$80.1K
AROC icon
3270
Archrock
AROC
$5.93B
$253K ﹤0.01%
9,614
-4,532
-32% -$109K
CART icon
3271
Maplebear
CART
$11.4B
$253K ﹤0.01%
6,893
+666
+11% +$30.7K
EPOL icon
3272
iShares MSCI Poland ETF
EPOL
$814M
$253K ﹤0.01%
+7,862
New +$256K
XPP icon
3273
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$8.28M
$253K ﹤0.01%
8,285
– –
MILK
3274
Pacer US Cash Cows Bond ETF
MILK
$19.4M
$253K ﹤0.01%
+10,031
New +$249K
ECH icon
3275
iShares MSCI Chile ETF
ECH
$1.03B
$252K ﹤0.01%
7,661
-15,500
-67% -$494K
129 130
131
132 133

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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.