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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
+2.45%
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
$37.8B
AUM Growth
+$1.43B
Cap. Flow
+$830M
Cap. Flow %
2.19%
Top 10 Hldgs %
20.38%
Holding
4,005
New
290
Increased
1,922
Reduced
1,528
Closed
192

Top Buys

Rank Stock Value
1
AKRE
Akre Focus ETF
AKRE
+$69.4M
2
BPRE
Bluerock Private Real Estate Fund
BPRE
+$67.6M
3
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$67M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$44.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.3M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$85.8M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$72.3M
3
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$34.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$33.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$31.9M

Sector Composition

Rank Sector Weight
1 Technology 12.27%
2 Financials 5.07%
3 Consumer Discretionary 3.53%
4 Communication Services 3.12%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRT icon
676
Independence Realty Trust
IRT
$4.01B
$8.05M 0.02%
460,725
-10,724
-2% -$178K
VIGI icon
677
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
$8.04M 0.02%
87,975
-7,867
-8% -$711K
ALB icon
678
Albemarle
ALB
$15.4B
$8.02M 0.02%
56,713
+4,687
+9% +$532K
FTXL icon
679
First Trust Nasdaq Semiconductor ETF
FTXL
$1.38B
$8.01M 0.02%
61,869
+6,109
+11% +$755K
TFI icon
680
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$8.01M 0.02%
175,271
+6,196
+4% +$283K
BBHY icon
681
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$619M
$8M 0.02%
171,986
-17,777
-9% -$828K
CDNS icon
682
Cadence Design Systems
CDNS
$89.2B
$8M 0.02%
25,577
-4,006
-14% -$1.31M
AZO icon
683
AutoZone
AZO
$49.6B
$7.99M 0.02%
2,357
-315
-12% -$1.19M
XYLD icon
684
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$7.99M 0.02%
196,635
-9,449
-5% -$378K
SPYX icon
685
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.89B
$7.94M 0.02%
141,343
+703
+0.5% +$39.1K
PDP icon
686
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$7.92M 0.02%
68,023
-12,058
-15% -$1.42M
GIS icon
687
General Mills
GIS
$20.8B
$7.89M 0.02%
169,659
+36,614
+28% +$1.74M
FBT icon
688
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$7.88M 0.02%
38,161
+1,184
+3% +$237K
VIOV icon
689
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.91B
$7.88M 0.02%
80,567
+301
+0.4% +$29K
FYC icon
690
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.41B
$7.87M 0.02%
81,843
+34,701
+74% +$3.27M
HWM icon
691
Howmet Aerospace
HWM
$113B
$7.83M 0.02%
38,181
+647
+2% +$129K
MDLZ icon
692
Mondelez International
MDLZ
$81.1B
$7.83M 0.02%
145,411
+7,423
+5% +$427K
BXMX
693
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$7.82M 0.02%
532,098
-4,728
-0.9% -$67.9K
ETR icon
694
Entergy
ETR
$49.9B
$7.82M 0.02%
84,566
-1,353
-2% -$128K
DDWM icon
695
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
$7.8M 0.02%
179,066
+23,627
+15% +$1M
DFSV
696
Dimensional US Small Cap Value ETF
DFSV
$8.45B
$7.78M 0.02%
236,486
+25,482
+12% +$820K
HYS icon
697
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
$7.76M 0.02%
81,810
+10,087
+14% +$958K
XNTK icon
698
State Street SPDR NYSE Technology ETF
XNTK
$2.27B
$7.74M 0.02%
27,864
-570
-2% -$159K
MSI icon
699
Motorola Solutions
MSI
$77B
$7.74M 0.02%
20,188
+545
+3% +$219K
DIVO icon
700
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.85B
$7.74M 0.02%
173,865
+1,001
+0.6% +$45K
26 27
28
29 30

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Cambridge Investment Research Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cambridge Investment Research Advisors held 4,005 positions worth $37.8B, up 3.9% from $36.4B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q4 2025 filing shows 290 new, 1,922 increased, 1,528 reduced and 192 closed positions. Its largest new stake was Akre Focus ETF: 1,072,509 shares worth $70.3M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $85.8M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Cambridge Investment Research Advisors's largest Q4 2025 buy was Akre Focus ETF: 1,072,509 shares worth $70.3M.
  • Cambridge Investment Research Advisors added most to Invesco Ultra Short Duration ETF in Q4 2025, an estimated $67M increase.
  • Cambridge Investment Research Advisors's biggest Q4 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $85.8M.
  • Cambridge Investment Research Advisors fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2025, selling an estimated $24.7M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $37.8B portfolio in Q4 2025.
  • Cambridge Investment Research Advisors opened 290 new positions and closed 192 in Q4 2025.
  • Cambridge Investment Research Advisors's portfolio value rose 3.9% quarter-over-quarter to $37.8B.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.