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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
-1.61%
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
$29.6B
AUM Growth
-$295M
Cap. Flow
+$533M
Cap. Flow %
1.8%
Top 10 Hldgs %
19.94%
Holding
3,681
New
221
Increased
1,693
Reduced
1,498
Closed
186

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$39.2M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$31.3M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$28.4M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.8M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$19.7M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$53.2M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$41.8M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$39.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25.5M

Sector Composition

Rank Sector Weight
1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
376
TJX Companies
TJX
$169B
$15M 0.05%
123,431
+3,691
+3% +$448K
XAR icon
377
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$14.8M 0.05%
92,239
+8,049
+10% +$1.35M
SKYY icon
378
First Trust Cloud Computing ETF
SKYY
$3.25B
$14.8M 0.05%
144,632
+17,317
+14% +$2.06M
VDE icon
379
Vanguard Energy ETF
VDE
$10.4B
$14.8M 0.05%
113,789
+8,659
+8% +$1.09M
VONG icon
380
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$14.7M 0.05%
158,920
-39,389
-20% -$4M
MDY icon
381
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$14.7M 0.05%
27,581
-4,149
-13% -$2.36M
LGH icon
382
HCM Defender 500 Index ETF
LGH
$601M
$14.7M 0.05%
304,328
-5,252
-2% -$271K
TFC icon
383
Truist Financial
TFC
$64.3B
$14.6M 0.05%
353,690
+13,886
+4% +$619K
ELV icon
384
Elevance Health
ELV
$86.6B
$14.5M 0.05%
33,304
+2,901
+10% +$1.16M
BBHY icon
385
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$618M
$14.4M 0.05%
312,551
+33,341
+12% +$1.55M
FTGC icon
386
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.1B
$14.4M 0.05%
562,639
+77,254
+16% +$1.94M
EFAV icon
387
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$14.4M 0.05%
184,172
-97,986
-35% -$7.32M
HSY icon
388
Hershey
HSY
$37B
$14.3M 0.05%
83,479
-2,383
-3% -$390K
FUTY icon
389
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$14.2M 0.05%
278,540
+7,970
+3% +$402K
MU icon
390
Micron Technology
MU
$1.03T
$14.2M 0.05%
163,127
-41,048
-20% -$3.94M
WTV icon
391
WisdomTree US Value Fund
WTV
$3.36B
$14.1M 0.05%
172,154
+104,313
+154% +$8.84M
FNDB icon
392
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.47B
$14.1M 0.05%
611,814
+35,621
+6% +$844K
FLTR icon
393
VanEck IG Floating Rate ETF
FLTR
$3.04B
$14M 0.05%
548,810
+34,804
+7% +$888K
FTLS icon
394
First Trust Long/Short Equity ETF
FTLS
$2.5B
$14M 0.05%
218,757
+29,778
+16% +$1.97M
SPSB icon
395
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$14M 0.05%
463,512
+19,593
+4% +$587K
CDC icon
396
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$745M
$13.9M 0.05%
211,027
-7,338
-3% -$472K
VEEV icon
397
Veeva Systems
VEEV
$39.2B
$13.8M 0.05%
59,674
-3,129
-5% -$715K
DFAX icon
398
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$13.8M 0.05%
526,633
+337,158
+178% +$8.75M
TOTL icon
399
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$13.8M 0.05%
342,217
-16,727
-5% -$665K
BSCQ icon
400
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$13.8M 0.05%
707,681
+242,766
+52% +$4.73M
14 15
16
17 18

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LP
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Cambridge Investment Research Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Cambridge Investment Research Advisors held 3,681 positions worth $29.6B, down 0.99% from $29.9B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q1 2025 filing shows 221 new, 1,693 increased, 1,498 reduced and 186 closed positions. Its largest new stake was Hartford Large Cap Growth ETF: 374,858 shares worth $7.82M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $53.2M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Cambridge Investment Research Advisors's largest Q1 2025 buy was Hartford Large Cap Growth ETF: 374,858 shares worth $7.82M.
  • Cambridge Investment Research Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $39.2M increase.
  • Cambridge Investment Research Advisors's biggest Q1 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $53.2M.
  • Cambridge Investment Research Advisors fully exited JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2025, selling an estimated $5.47M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $29.6B portfolio in Q1 2025.
  • Cambridge Investment Research Advisors opened 221 new positions and closed 186 in Q1 2025.
  • Cambridge Investment Research Advisors's portfolio value fell 0.99% quarter-over-quarter to $29.6B.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.