We are live on ! Find out more
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
XLRE icon
726
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
$7.35M 0.02%
182,082
+2,325
+1% +$95.7K
BSCW icon
727
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.53B
$7.32M 0.02%
350,659
+32,619
+10% +$682K
CION icon
728
CION Investment
CION
$382M
$7.31M 0.02%
755,768
-42,627
-5% -$411K
FXH icon
729
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$7.29M 0.02%
64,045
+19,310
+43% +$2.19M
XLB icon
730
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$7.29M 0.02%
160,744
-8,470
-5% -$374K
IQV icon
731
IQVIA
IQV
$39.8B
$7.28M 0.02%
32,299
-523
-2% -$114K
EMXC icon
732
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
$7.27M 0.02%
100,088
-535
-0.5% -$37.9K
VCRB icon
733
Vanguard Core Bond ETF
VCRB
$7.52B
$7.27M 0.02%
93,315
+5,512
+6% +$432K
XEL icon
734
Xcel Energy
XEL
$49.3B
$7.25M 0.02%
98,168
+562
+0.6% +$44.3K
SPLB icon
735
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$7.24M 0.02%
320,752
+298,173
+1,321% +$6.85M
DVN icon
736
Devon Energy
DVN
$48.8B
$7.22M 0.02%
197,138
-59,733
-23% -$2.09M
SOXQ icon
737
Invesco PHLX Semiconductor ETF
SOXQ
$2.94B
$7.19M 0.02%
128,928
+20,800
+19% +$1.14M
DFSD
738
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.18B
$7.16M 0.02%
149,302
+51,205
+52% +$2.47M
CGSM icon
739
Capital Group Short Duration Municipal Income ETF
CGSM
$1.57B
$7.16M 0.02%
271,763
+65,570
+32% +$1.73M
WDC icon
740
Western Digital
WDC
$168B
$7.15M 0.02%
41,497
+27,547
+197% +$4.18M
AHR icon
741
American Healthcare REIT
AHR
$10.3B
$7.14M 0.02%
151,812
-13,548
-8% -$628K
UL icon
742
Unilever
UL
$135B
$7.14M 0.02%
109,194
+2,577
+2% +$173K
AEM icon
743
Agnico Eagle Mines
AEM
$91.3B
$7.13M 0.02%
42,050
-7,238
-15% -$1.22M
CGW icon
744
Invesco S&P Global Water Index ETF
CGW
$1.06B
$7.11M 0.02%
112,830
+3,603
+3% +$230K
URA icon
745
Global X Uranium ETF
URA
$6.31B
$7.05M 0.02%
165,074
+20,881
+14% +$1.01M
FLTB icon
746
Fidelity Limited Term Bond ETF
FLTB
$436M
$7.03M 0.02%
138,852
+75,529
+119% +$3.83M
HYBL icon
747
State Street Blackstone High Income ETF
HYBL
$575M
$7.02M 0.02%
246,907
+91,115
+58% +$2.59M
JXN icon
748
Jackson Financial
JXN
$9.1B
$7.02M 0.02%
65,829
-17,874
-21% -$1.78M
DOC icon
749
Healthpeak Properties
DOC
$14.3B
$7.02M 0.02%
436,468
-42,714
-9% -$753K
EOG icon
750
EOG Resources
EOG
$74.2B
$6.97M 0.02%
66,406
-13,614
-17% -$1.46M
28 29
30
31 32

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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.