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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
XLRE icon
701
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$7.57M 0.02%
179,757
-5,507
-3% -$230K
CION icon
702
CION Investment
CION
$370M
$7.57M 0.02%
798,395
-103,808
-12% -$1.05M
FXO icon
703
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$7.55M 0.02%
127,103
-169,234
-57% -$9.84M
AMT icon
704
American Tower
AMT
$79.4B
$7.53M 0.02%
39,172
-4,113
-10% -$857K
VTWO icon
705
Vanguard Russell 2000 ETF
VTWO
$17.4B
$7.53M 0.02%
76,982
+4,445
+6% +$413K
RPG icon
706
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$7.47M 0.02%
156,509
-4,805
-3% -$225K
SEIV icon
707
SEI QiM U.S. Large Cap Value Active ETF
SEIV
$1.51B
$7.42M 0.02%
190,668
+142,154
+293% +$5.29M
GRMN
708
Garmin
GRMN
$59.8B
$7.41M 0.02%
30,091
+1,397
+5% +$322K
HWM icon
709
Howmet Aerospace
HWM
$112B
$7.37M 0.02%
37,534
+4,104
+12% +$748K
BSX icon
710
Boston Scientific
BSX
$74.5B
$7.32M 0.02%
75,021
+21,091
+39% +$2.18M
IMCB icon
711
iShares Morningstar Mid-Cap ETF
IMCB
$1.72B
$7.3M 0.02%
87,863
+4,325
+5% +$353K
DNP icon
712
DNP Select Income Fund
DNP
$4.12B
$7.29M 0.02%
728,466
-16,273
-2% -$160K
DHR icon
713
Danaher
DHR
$145B
$7.29M 0.02%
36,763
+134
+0.4% +$26.7K
BUFS
714
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$188M
$7.29M 0.02%
324,373
+35,480
+12% +$772K
FXL icon
715
First Trust Technology AlphaDEX Fund
FXL
$2.84B
$7.29M 0.02%
43,372
+674
+2% +$109K
JIG icon
716
JPMorgan International Growth ETF
JIG
$507M
$7.29M 0.02%
96,688
+92,265
+2,086% +$6.66M
IGIB icon
717
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$7.27M 0.02%
134,450
+11,882
+10% +$636K
RPV icon
718
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
$7.22M 0.02%
72,619
-2,589
-3% -$248K
TRV icon
719
Travelers Companies
TRV
$77.2B
$7.2M 0.02%
25,778
+674
+3% +$180K
NVS icon
720
Novartis
NVS
$290B
$7.19M 0.02%
56,101
+3,239
+6% +$395K
HACK icon
721
Amplify Cybersecurity ETF
HACK
$3B
$7.19M 0.02%
82,795
-3,345
-4% -$284K
CGNG
722
Capital Group New Geography Equity ETF
CGNG
$2.89B
$7.13M 0.02%
230,725
+23,830
+12% +$703K
PFG icon
723
Principal Financial Group
PFG
$24.4B
$7.11M 0.02%
85,791
-764
-0.9% -$61.1K
UL icon
724
Unilever
UL
$133B
$7.11M 0.02%
106,617
+25,100
+31% +$1.73M
CTAS icon
725
Cintas
CTAS
$81.4B
$7.1M 0.02%
34,608
-2,396
-6% -$512K
27 28
29
30 31

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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.