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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
PAAA icon
576
PGIM AAA CLO ETF
PAAA
$11.3B
$9.78M 0.03%
189,938
+18,589
+11% +$955K
DLR icon
577
Digital Realty Trust
DLR
$72.9B
$9.74M 0.03%
56,346
+1,205
+2% +$206K
SPHD icon
578
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$9.72M 0.03%
196,548
-5,974
-3% -$291K
ED icon
579
Consolidated Edison
ED
$39.9B
$9.63M 0.03%
95,817
+5,244
+6% +$526K
FISV
580
Fiserv Inc
FISV
$27.4B
$9.63M 0.03%
74,690
-4,760
-6% -$682K
MAIN icon
581
Main Street Capital
MAIN
$5.47B
$9.58M 0.03%
150,704
+11,525
+8% +$745K
MAR icon
582
Marriott International
MAR
$92.5B
$9.54M 0.03%
36,626
+363
+1% +$97.5K
IDU icon
583
iShares US Utilities ETF
IDU
$1.37B
$9.52M 0.03%
85,803
+32,476
+61% +$3.5M
JCI icon
584
Johnson Controls International
JCI
$92.6B
$9.48M 0.03%
86,267
-1,259
-1% -$135K
PDP icon
585
Invesco Dorsey Wright Momentum ETF
PDP
$1.52B
$9.45M 0.03%
80,081
+43,535
+119% +$4.89M
AZN icon
586
AstraZeneca
AZN
$246B
$9.43M 0.03%
61,485
+1,900
+3% +$288K
FIIG icon
587
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$648M
$9.42M 0.03%
443,577
+64,379
+17% +$1.36M
DFAT icon
588
Dimensional US Targeted Value ETF
DFAT
$14.8B
$9.41M 0.03%
161,668
-78,300
-33% -$4.46M
TMSL icon
589
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.93B
$9.4M 0.03%
267,371
+8,215
+3% +$280K
FPX icon
590
First Trust US Equity Opportunities ETF
FPX
$1.53B
$9.38M 0.03%
56,450
-3,882
-6% -$591K
JPIE icon
591
JPMorgan Income ETF
JPIE
$10.3B
$9.37M 0.03%
201,936
+86,932
+76% +$4.02M
IGRO icon
592
iShares International Dividend Growth ETF
IGRO
$1.31B
$9.37M 0.03%
117,550
-3,878
-3% -$305K
BOTZ icon
593
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$9.35M 0.03%
264,022
+20,559
+8% +$693K
IJT icon
594
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$9.35M 0.03%
66,070
+11,427
+21% +$1.58M
FYX icon
595
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
$9.3M 0.03%
85,369
-2,021
-2% -$210K
CI icon
596
Cigna
CI
$73.3B
$9.24M 0.03%
32,074
+459
+1% +$136K
HGER icon
597
Harbor Commodity All-Weather Strategy ETF
HGER
$3.98B
$9.21M 0.03%
356,825
+85,930
+32% +$2.14M
EXC icon
598
Exelon
EXC
$46.6B
$9.2M 0.03%
204,425
+31,217
+18% +$1.37M
DOC icon
599
Healthpeak Properties
DOC
$14.2B
$9.18M 0.03%
479,182
+85,087
+22% +$1.53M
ANGL icon
600
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$9.17M 0.03%
308,478
+65,404
+27% +$1.92M
22 23
24
25 26

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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.