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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
XLP icon
376
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$18.3M 0.05%
233,324
-81,538
-26% -$6.59M
AEP icon
377
American Electric Power
AEP
$67.9B
$18.2M 0.05%
162,146
+13,740
+9% +$1.5M
EQWL icon
378
Invesco S&P 100 Equal Weight ETF
EQWL
$2.79B
$18.2M 0.05%
158,361
+9,672
+7% +$1.08M
BUFD icon
379
FT Vest Fund of Deep Buffer ETFs
BUFD
$2B
$18.1M 0.05%
655,149
+5,729
+0.9% +$155K
FNDB icon
380
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.47B
$18M 0.05%
700,002
+13,858
+2% +$344K
FTLS icon
381
First Trust Long/Short Equity ETF
FTLS
$2.5B
$18M 0.05%
257,296
+17,191
+7% +$1.16M
GILD icon
382
Gilead Sciences
GILD
$168B
$18M 0.05%
161,843
-1,003
-0.6% -$114K
XLY icon
383
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$17.9M 0.05%
149,502
-30,808
-17% -$3.53M
NUDM icon
384
Nuveen ESG International Developed Markets Equity ETF
NUDM
$728M
$17.9M 0.05%
475,200
-12,919
-3% -$469K
PRF icon
385
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$17.8M 0.05%
393,408
+4,543
+1% +$198K
TFC icon
386
Truist Financial
TFC
$64.3B
$17.7M 0.05%
388,192
+15,769
+4% +$711K
FUTY icon
387
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$17.7M 0.05%
313,397
+9,069
+3% +$495K
HEFA icon
388
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.79B
$17.7M 0.05%
446,230
-22,255
-5% -$858K
ISRG icon
389
Intuitive Surgical
ISRG
$142B
$17.7M 0.05%
39,500
-201
-0.5% -$96.5K
CEF icon
390
Sprott Physical Gold and Silver Trust
CEF
$8.32B
$17.7M 0.05%
481,304
+23,777
+5% +$764K
IYF icon
391
iShares US Financials ETF
IYF
$4.41B
$17.6M 0.05%
138,748
+20,578
+17% +$2.55M
LGOV icon
392
First Trust Long Duration Opportunities ETF
LGOV
$622M
$17.5M 0.05%
806,492
-28,783
-3% -$618K
SCHA icon
393
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$17.5M 0.05%
625,686
+28,019
+5% +$749K
INTC icon
394
Intel
INTC
$509B
$17.5M 0.05%
520,164
-22,162
-4% -$537K
CB icon
395
Chubb
CB
$132B
$17.4M 0.05%
61,718
+6,809
+12% +$1.87M
BP icon
396
BP
BP
$111B
$17.4M 0.05%
505,326
-30,218
-6% -$1.01M
BAI
397
iShares A.I. Innovation and Tech Active ETF
BAI
$14.2B
$17.4M 0.05%
509,698
+299,346
+142% +$9.44M
IGM icon
398
iShares Expanded Tech Sector ETF
IGM
$10.8B
$17.4M 0.05%
138,162
+31,132
+29% +$3.67M
FTC icon
399
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$17.4M 0.05%
108,191
+39,264
+57% +$6.13M
URI icon
400
United Rentals
URI
$70.3B
$17.3M 0.05%
18,146
+83
+0.5% +$74K
14 15
16
17 18

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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.