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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
FSLR icon
701
First Solar
FSLR
$24B
$7.73M 0.02%
29,595
+2,396
+9% +$604K
IWX icon
702
iShares Russell Top 200 Value ETF
IWX
$4.04B
$7.73M 0.02%
84,138
+5,568
+7% +$500K
SPTI icon
703
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$7.72M 0.02%
267,783
+3,492
+1% +$101K
VRIG icon
704
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
$7.72M 0.02%
307,709
-85,368
-22% -$2.14M
TRV icon
705
Travelers Companies
TRV
$77.2B
$7.7M 0.02%
26,548
+770
+3% +$217K
BUFS
706
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$188M
$7.66M 0.02%
335,341
+10,968
+3% +$248K
AVEM icon
707
Avantis Emerging Markets Equity ETF
AVEM
$27B
$7.65M 0.02%
99,322
+38,893
+64% +$2.98M
CRS icon
708
Carpenter Technology
CRS
$26.6B
$7.63M 0.02%
24,249
+268
+1% +$80.6K
PFG icon
709
Principal Financial Group
PFG
$24.6B
$7.63M 0.02%
86,523
+732
+0.9% +$61.8K
NLY icon
710
Annaly Capital Management
NLY
$17.6B
$7.58M 0.02%
338,953
-4,576
-1% -$99.6K
MFSB
711
MFS Active Core Plus Bond ETF
MFSB
$531M
$7.58M 0.02%
300,513
+97,303
+48% +$2.46M
GM icon
712
General Motors
GM
$75.8B
$7.54M 0.02%
92,692
+727
+0.8% +$51.3K
RGLD icon
713
Royal Gold
RGLD
$19.1B
$7.52M 0.02%
33,841
+2,115
+7% +$420K
NVS icon
714
Novartis
NVS
$288B
$7.51M 0.02%
54,472
-1,629
-3% -$213K
SSO icon
715
ProShares Ultra S&P500
SSO
$8.51B
$7.49M 0.02%
129,351
-119,921
-48% -$6.86M
ACWX icon
716
iShares MSCI ACWI ex US ETF
ACWX
$12B
$7.49M 0.02%
111,538
+8,932
+9% +$592K
FXL icon
717
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$7.48M 0.02%
44,439
+1,067
+2% +$181K
NVO
718
Novo Nordisk
NVO
$205B
$7.47M 0.02%
146,861
-2,767
-2% -$141K
LDOS icon
719
Leidos
LDOS
$17.9B
$7.46M 0.02%
41,373
-6,544
-14% -$1.24M
LNG icon
720
Cheniere Energy
LNG
$55B
$7.46M 0.02%
38,387
-6,357
-14% -$1.33M
FDG icon
721
American Century Focused Dynamic Growth ETF
FDG
$427M
$7.45M 0.02%
58,753
+16,405
+39% +$2.04M
SCHZ icon
722
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$7.44M 0.02%
318,401
+61,320
+24% +$1.44M
PRCS
723
Parnassus Core Select ETF
PRCS
$181M
$7.42M 0.02%
276,241
+18,007
+7% +$478K
RIO icon
724
Rio Tinto
RIO
$160B
$7.41M 0.02%
92,552
+10,319
+13% +$743K
VICI icon
725
VICI Properties
VICI
$29B
$7.39M 0.02%
262,911
-736
-0.3% -$21.9K
27 28
29
30 31

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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.