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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
POST icon
3826
Post Holdings
POST
$3.64B
– –
-23,752
Closed -$2.59M
PPI
3827
AXS Astoria Inflation Sensitive ETF
PPI
$164M
– –
-10,323
Closed -$169K
PSCX icon
3828
Pacer Swan SOS Conservative January ETF
PSCX
$46.5M
– –
-7,960
Closed -$230K
PSMJ icon
3829
Pacer Swan SOS Moderate July ETF
PSMJ
$95.8M
– –
-27,932
Closed -$847K
PSQ icon
3830
ProShares Short QQQ
PSQ
$642M
– –
-6,628
Closed -$223K
PSTP icon
3831
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
– –
-6,061
Closed -$202K
QCON
3832
DELISTED
American Century Quality Convertible Securities ETF
QCON
– –
-20,889
Closed -$993K
QPFF
3833
DELISTED
American Century Quality Preferred ETF
QPFF
– –
-11,743
Closed -$415K
QTWO icon
3834
Q2 Holdings
QTWO
$3.9B
– –
-2,576
Closed -$241K
QVAL icon
3835
Alpha Architect US Quantitative Value ETF
QVAL
$611M
– –
-4,955
Closed -$218K
ROOT icon
3836
Root
ROOT
$755M
– –
-5,170
Closed -$662K
RSPR icon
3837
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$98.6M
– –
-14,757
Closed -$517K
RWM icon
3838
ProShares Short Russell2000
RWM
$99.7M
– –
-35,411
Closed -$666K
RWX icon
3839
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-11,209
Closed -$307K
RXO icon
3840
RXO
RXO
$3.77B
– –
-10,598
Closed -$167K
SABR icon
3841
Sabre
SABR
$843M
– –
-26,311
Closed -$83K
SAGE
3842
DELISTED
Sage Therapeutics
SAGE
– –
-27,432
Closed -$250K
SELV icon
3843
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$260M
– –
-11,052
Closed -$346K
SEZL
3844
Sezzle
SEZL
$4.22B
– –
-5,742
Closed -$1.03M
SGMA
3845
DELISTED
Sigmatron International
SGMA
– –
-17,500
Closed -$52K
SH icon
3846
ProShares Short S&P500
SH
$844M
– –
-30,664
Closed -$1.22M
SHOO icon
3847
Steven Madden
SHOO
$3.5B
– –
-10,409
Closed -$250K
SHYF
3848
DELISTED
The Shyft Group
SHYF
– –
-10,209
Closed -$128K
SIMO icon
3849
Silicon Motion
SIMO
$8.25B
– –
-6,818
Closed -$513K
SKX
3850
DELISTED
Skechers
SKX
– –
-4,547
Closed -$287K
152 153
154
155 156

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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.