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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
NEM icon
476
Newmont
NEM
$124B
$13M 0.04%
154,500
+7,089
+5% +$494K
COIN icon
477
Coinbase
COIN
$39.3B
$13M 0.04%
38,574
+3,263
+9% +$1.11M
SGOL icon
478
abrdn Physical Gold Shares ETF
SGOL
$7.53B
$12.9M 0.04%
350,675
-181,016
-34% -$5.97M
SPGP icon
479
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$12.9M 0.04%
113,317
-7,817
-6% -$866K
FTA icon
480
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$12.9M 0.04%
154,380
+17,281
+13% +$1.41M
PSLV icon
481
Sprott Physical Silver Trust
PSLV
$13.6B
$12.8M 0.04%
818,114
+100,154
+14% +$1.34M
BABA icon
482
Alibaba
BABA
$300B
$12.8M 0.04%
71,615
+9,148
+15% +$1.2M
STRL icon
483
Sterling Infrastructure
STRL
$16.8B
$12.8M 0.04%
37,664
+3,015
+9% +$856K
AOR icon
484
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.74B
$12.8M 0.04%
198,212
+17,369
+10% +$1.09M
TSCO icon
485
Tractor Supply
TSCO
$19B
$12.7M 0.04%
223,932
-62,134
-22% -$3.66M
CME icon
486
CME Group
CME
$94.3B
$12.7M 0.03%
47,061
+535
+1% +$146K
FLTR icon
487
VanEck IG Floating Rate ETF
FLTR
$3.04B
$12.7M 0.03%
496,560
+30,799
+7% +$786K
JMST icon
488
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$12.5M 0.03%
245,572
-5,957
-2% -$304K
DFIV icon
489
Dimensional International Value ETF
DFIV
$21.7B
$12.5M 0.03%
271,375
+24,755
+10% +$1.11M
DON icon
490
WisdomTree US MidCap Dividend Fund
DON
$4.1B
$12.5M 0.03%
238,710
+6,846
+3% +$355K
ITW icon
491
Illinois Tool Works
ITW
$83.3B
$12.4M 0.03%
47,479
+3,035
+7% +$791K
BSCP
492
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$12.3M 0.03%
596,559
-63,039
-10% -$1.3M
LVHI icon
493
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$12.3M 0.03%
354,445
+121,737
+52% +$4.14M
PH icon
494
Parker-Hannifin
PH
$135B
$12.3M 0.03%
16,207
+881
+6% +$650K
EMB icon
495
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$12.3M 0.03%
128,903
+32,810
+34% +$3.07M
VTIP icon
496
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$12.3M 0.03%
242,191
-57,483
-19% -$2.89M
FMDE icon
497
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
$12.2M 0.03%
338,605
+69,273
+26% +$2.45M
CL icon
498
Colgate-Palmolive
CL
$73.6B
$12.2M 0.03%
152,425
+33,243
+28% +$2.84M
RCL icon
499
Royal Caribbean
RCL
$82.4B
$12.2M 0.03%
37,643
-824
-2% -$275K
JPME icon
500
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$478M
$12.1M 0.03%
111,752
+17,971
+19% +$1.91M
18 19
20
21 22

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LP
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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.