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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
HTAB icon
3776
Hartford Schroders Tax-Aware Bond ETF
HTAB
$291M
– –
-156,823
Closed -$2.93M
HTCR icon
3777
HeartCore Enterprises
HTCR
$3.88M
– –
-1,245
Closed -$12K
EUHY
3778
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$246M
– –
-3,989
Closed -$219K
IDR icon
3779
Idaho Strategic Resources
IDR
$549M
– –
-30,712
Closed -$402K
IHY icon
3780
VanEck International High Yield Bond ETF
IHY
$43.3M
– –
-10,152
Closed -$224K
INDI icon
3781
indie Semiconductor
INDI
$847M
– –
-39,643
Closed -$141K
INFR
3782
DELISTED
ClearBridge Sustainable Infrastructure ETF
INFR
– –
-36,804
Closed -$991K
INFY icon
3783
Infosys
INFY
$49.7B
– –
-10,310
Closed -$191K
IONS icon
3784
Ionis Pharmaceuticals
IONS
$9.39B
– –
-5,682
Closed -$224K
IRDM icon
3785
Iridium Communications
IRDM
$5.26B
– –
-11,167
Closed -$337K
ISD
3786
PGIM High Yield Bond Fund
ISD
$419M
– –
-10,276
Closed -$146K
ITRN icon
3787
Ituran Location and Control
ITRN
$1.07B
– –
-7,079
Closed -$274K
IVVB icon
3788
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$132M
– –
-271,787
Closed -$8.43M
JNPR
3789
DELISTED
Juniper Networks
JNPR
– –
-5,114
Closed -$204K
KOF icon
3790
Coca-Cola Femsa
KOF
$23.1B
– –
-2,659
Closed -$257K
LESL icon
3791
Leslie's
LESL
$12.4M
– –
-4,049
Closed -$34K
LMB icon
3792
Limbach Holdings
LMB
$536M
– –
-1,480
Closed -$207K
LUNR icon
3793
Intuitive Machines
LUNR
$2.72B
– –
-49,843
Closed -$542K
MAG
3794
DELISTED
MAG Silver
MAG
– –
-25,160
Closed -$532K
MAV
3795
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
– –
-18,772
Closed -$156K
MDXG icon
3796
MiMedx Group
MDXG
$624M
– –
-11,380
Closed -$70K
MESO
3797
Mesoblast
MESO
$2.18B
– –
-10,146
Closed -$110K
MFIC icon
3798
MidCap Financial Investment
MFIC
$795M
– –
-11,358
Closed -$143K
MKTX icon
3799
MarketAxess Holdings
MKTX
$5.72B
– –
-1,064
Closed -$238K
MLAB icon
3800
Mesa Laboratories
MLAB
$631M
– –
-2,252
Closed -$212K
150 151
152
153 154

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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.