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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
PDEC icon
726
Innovator US Equity Power Buffer ETF December
PDEC
$997M
$7.1M 0.02%
168,930
-27,468
-14% -$1.12M
PTY icon
727
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
$7.09M 0.02%
490,924
+55,645
+13% +$783K
BTI icon
728
British American Tobacco
BTI
$120B
$7.06M 0.02%
133,043
+13,374
+11% +$726K
CGW icon
729
Invesco S&P Global Water Index ETF
CGW
$1.07B
$7.02M 0.02%
109,227
+4,297
+4% +$272K
CRDO icon
730
Credo Technology Group
CRDO
$50B
$7.02M 0.02%
48,185
+4,252
+10% +$520K
INDA icon
731
iShares MSCI India ETF
INDA
$6.58B
$6.99M 0.02%
134,204
+1,617
+1% +$86.5K
FNX icon
732
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$6.96M 0.02%
55,469
+2,269
+4% +$274K
AHR icon
733
American Healthcare REIT
AHR
$10.1B
$6.95M 0.02%
165,360
-19,102
-10% -$768K
NLY icon
734
Annaly Capital Management
NLY
$17.4B
$6.94M 0.02%
343,529
-3,377
-1% -$70K
DHI icon
735
D.R. Horton
DHI
$40.8B
$6.94M 0.02%
40,960
+7,607
+23% +$1.2M
IWX icon
736
iShares Russell Top 200 Value ETF
IWX
$4.03B
$6.91M 0.02%
78,570
+3,392
+5% +$291K
SPYD icon
737
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.69B
$6.9M 0.02%
156,880
+10,139
+7% +$445K
VCRB icon
738
Vanguard Core Bond ETF
VCRB
$7.5B
$6.88M 0.02%
87,803
+11,983
+16% +$930K
URA icon
739
Global X Uranium ETF
URA
$6.31B
$6.87M 0.02%
144,193
+58,950
+69% +$2.43M
HYS icon
740
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$6.86M 0.02%
71,723
+11,744
+20% +$1.12M
ITB icon
741
iShares US Home Construction ETF
ITB
$2.34B
$6.81M 0.02%
63,500
+2,918
+5% +$307K
EMXC icon
742
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$6.79M 0.02%
100,623
-11,589
-10% -$749K
CWI icon
743
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$6.79M 0.02%
194,343
+97,558
+101% +$3.27M
BUXX icon
744
Strive Enhanced Income Short Maturity ETF
BUXX
$490M
$6.78M 0.02%
334,198
+77,228
+30% +$1.57M
FTXO icon
745
First Trust Nasdaq Bank ETF
FTXO
$321M
$6.77M 0.02%
190,239
+78,023
+70% +$2.72M
ETHA
746
iShares Ethereum Trust ETF
ETHA
$5.53B
$6.77M 0.02%
214,995
+106,899
+99% +$3.17M
PRCS
747
Parnassus Core Select ETF
PRCS
$180M
$6.76M 0.02%
258,234
+12,375
+5% +$321K
EXPE icon
748
Expedia Group
EXPE
$39.1B
$6.75M 0.02%
31,584
+2,758
+10% +$554K
ICVT icon
749
iShares Convertible Bond ETF
ICVT
$7.62B
$6.74M 0.02%
67,398
+23,962
+55% +$2.25M
RSPU icon
750
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$534M
$6.74M 0.02%
87,903
+5,781
+7% +$428K
28 29
30
31 32

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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.