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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
WIW
3876
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$512M
– –
-12,000
Closed -$105K
WOLF icon
3877
Wolfspeed
WOLF
$1.65B
– –
-15,684
Closed -$6K
WRBY icon
3878
Warby Parker
WRBY
$3.13B
– –
-10,223
Closed -$224K
WTTR icon
3879
Select Water Solutions
WTTR
$2.73B
– –
-12,950
Closed -$112K
XAIR icon
3880
Beyond Air
XAIR
$5.37M
– –
-29
Closed -$2K
XAUG icon
3881
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$23.6M
– –
-30,550
Closed -$1.09M
XCCC icon
3882
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$268M
– –
-5,260
Closed -$204K
XMTR icon
3883
Xometry
XMTR
$5.34B
– –
-6,134
Closed -$207K
XOCT icon
3884
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$73.2M
– –
-9,065
Closed -$324K
XRMI icon
3885
Global X S&P 500 Risk Managed Income ETF
XRMI
$49.8M
– –
-19,392
Closed -$347K
ZWS icon
3886
Zurn Elkay Water Solutions
ZWS
$8.46B
– –
-8,166
Closed -$299K
XFEB icon
3887
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$31.3M
– –
-42,774
Closed -$1.45M
DXYZ
3888
Destiny Tech100
DXYZ
$934M
– –
-7,768
Closed -$296K
AAPR icon
3889
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$72.9M
– –
-14,431
Closed -$393K
SLSR
3890
Solaris Resources
SLSR
$1.33B
– –
-29,978
Closed -$137K
XAPR
3891
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$29.7M
– –
-43,265
Closed -$1.52M
LB
3892
LandBridge Co
LB
$2.12B
– –
-4,442
Closed -$300K
INEQ
3893
Columbia International Equity Income ETF
INEQ
$104M
– –
-8,415
Closed -$298K
QHY
3894
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$243M
– –
-6,959
Closed -$321K
SAWS
3895
AAM Sawgrass US Small Cap Quality Growth ETF
SAWS
$8.12M
– –
-15,952
Closed -$314K
TBLU
3896
Tortoise Global Water ETF
TBLU
$58M
– –
-3,995
Closed -$211K
PENG
3897
Penguin Solutions Inc
PENG
$3.01B
– –
-10,855
Closed -$215K
PRMB
3898
Primo Brands
PRMB
$8.65B
– –
-91,849
Closed -$2.72M
DECU
3899
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$51.6M
– –
-32,519
Closed -$828K
NCLO
3900
Nuveen AA-BBB CLO ETF
NCLO
$155M
– –
-56,753
Closed -$1.43M
153 154 155
156
157

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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.