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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
+10.37%
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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
+$735M
Cap. Flow %
2.23%
Top 10 Hldgs %
20.5%
Holding
3,797
New
302
Increased
1,702
Reduced
1,533
Closed
189

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$67M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$63.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$55.6M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.1M

Top Sells

Rank Stock Value
1
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$52.3M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$45.8M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$30.7M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.8M
5
BND icon
Vanguard Total Bond Market
BND
+$27.2M

Sector Composition

Rank Sector Weight
1 Technology 11.86%
2 Financials 5.23%
3 Consumer Discretionary 3.7%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFCF icon
626
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$8.22M 0.03%
194,590
-518
-0.3% -$21.6K
FHLC icon
627
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$8.18M 0.02%
127,939
-14,693
-10% -$936K
HNDL icon
628
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$8.16M 0.02%
376,982
+2,574
+0.7% +$53.6K
DIVI icon
629
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.78B
$8.16M 0.02%
228,842
-651,552
-74% -$22.2M
FSIG icon
630
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$8.13M 0.02%
425,394
-108,619
-20% -$2.06M
IRT icon
631
Independence Realty Trust
IRT
$3.96B
$8.13M 0.02%
459,694
-58,783
-11% -$1.1M
SPOT icon
632
Spotify
SPOT
$101B
$8.12M 0.02%
10,585
+2,042
+24% +$1.31M
SMLV icon
633
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$261M
$8.12M 0.02%
64,889
+2,941
+5% +$356K
IYZ icon
634
iShares US Telecommunications ETF
IYZ
$1.26B
$8.06M 0.02%
270,626
+87,808
+48% +$2.41M
STRL icon
635
Sterling Infrastructure
STRL
$16.8B
$8M 0.02%
34,649
+3,220
+10% +$562K
MSI icon
636
Motorola Solutions
MSI
$77.7B
$7.98M 0.02%
18,978
-433
-2% -$181K
BUFF icon
637
Innovator Laddered Allocation Power Buffer ETF
BUFF
$942M
$7.96M 0.02%
169,334
-584
-0.3% -$26.1K
FIIG icon
638
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$648M
$7.96M 0.02%
379,198
-33,355
-8% -$688K
BOTZ icon
639
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$7.95M 0.02%
243,463
+23,375
+11% +$692K
BBIN icon
640
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.58B
$7.94M 0.02%
117,693
+18,346
+18% +$1.18M
SCHZ icon
641
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$7.93M 0.02%
341,231
+107,776
+46% +$2.47M
SPTI icon
642
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$7.93M 0.02%
275,517
+36,319
+15% +$1.03M
SILA
643
DELISTED
Sila Realty Trust
SILA
$7.9M 0.02%
333,592
-60,644
-15% -$1.53M
BKLN icon
644
Invesco Senior Loan ETF
BKLN
$6.75B
$7.88M 0.02%
376,921
-87,800
-19% -$1.82M
BXMX
645
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$7.88M 0.02%
567,331
+9,085
+2% +$119K
PDEC icon
646
Innovator US Equity Power Buffer ETF December
PDEC
$997M
$7.86M 0.02%
196,398
-9,854
-5% -$376K
HOOD icon
647
Robinhood
HOOD
$85.3B
$7.86M 0.02%
83,898
+4,705
+6% +$278K
IBDV icon
648
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$7.83M 0.02%
356,151
+30,117
+9% +$652K
GSLC icon
649
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$7.82M 0.02%
64,427
+2,113
+3% +$238K
SUB icon
650
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$7.78M 0.02%
73,148
+18,929
+35% +$2M
24 25
26
27 28

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Cambridge Investment Research Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Cambridge Investment Research Advisors held 3,797 positions worth $32.9B, up 11% from $29.6B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q2 2025 filing shows 302 new, 1,702 increased, 1,533 reduced and 189 closed positions. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 707,098 shares worth $35.5M. The largest sale was Invesco Ultra Short Duration ETF, an estimated $52.3M.

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

  • Cambridge Investment Research Advisors's largest Q2 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 707,098 shares worth $35.5M.
  • Cambridge Investment Research Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $67M increase.
  • Cambridge Investment Research Advisors's biggest Q2 2025 reduction was Invesco Ultra Short Duration ETF, cutting an estimated $52.3M.
  • Cambridge Investment Research Advisors fully exited MicroSectors FANG+ ETNs due Jan 8 2038 in Q2 2025, selling an estimated $8.22M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $32.9B portfolio in Q2 2025.
  • Cambridge Investment Research Advisors opened 302 new positions and closed 189 in Q2 2025.
  • Cambridge Investment Research Advisors's portfolio value rose 11% quarter-over-quarter to $32.9B.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.