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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
CLX icon
776
Clorox
CLX
$12.9B
$6.59M 0.02%
65,387
-1,746
-3% -$190K
REGL icon
777
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$6.58M 0.02%
78,068
-462
-0.6% -$38.8K
RDDT icon
778
Reddit
RDDT
$30.4B
$6.58M 0.02%
28,603
+2,132
+8% +$448K
NUEM icon
779
Nuveen ESG Emerging Markets Equity ETF
NUEM
$401M
$6.57M 0.02%
184,760
+5,167
+3% +$188K
CWI icon
780
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
$6.57M 0.02%
182,795
-11,548
-6% -$409K
PSI icon
781
Invesco Semiconductors ETF
PSI
$2.59B
$6.57M 0.02%
83,257
+2,545
+3% +$194K
CAIE
782
Calamos Autocallable Income ETF
CAIE
$1.22B
$6.56M 0.02%
245,454
+181,858
+286% +$4.92M
SCHR
783
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$6.56M 0.02%
261,637
+24,039
+10% +$605K
WBD icon
784
Warner Bros
WBD
$69.6B
$6.55M 0.02%
227,362
-13,945
-6% -$326K
PAPR icon
785
Innovator US Equity Power Buffer ETF April
PAPR
$962M
$6.55M 0.02%
167,496
-1,284
-0.8% -$49.6K
VRTX icon
786
Vertex Pharmaceuticals
VRTX
$131B
$6.51M 0.02%
14,357
+240
+2% +$103K
DOW icon
787
Dow Inc
DOW
$21.9B
$6.5M 0.02%
277,885
+7,749
+3% +$178K
MLPX icon
788
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
$6.5M 0.02%
107,307
+16,962
+19% +$1.02M
NDAQ icon
789
Nasdaq
NDAQ
$54.6B
$6.49M 0.02%
66,781
+584
+0.9% +$52.5K
PJAN icon
790
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$6.49M 0.02%
137,939
+37
+0% +$1.71K
FXU icon
791
First Trust Utilities AlphaDEX Fund
FXU
$831M
$6.45M 0.02%
143,282
-24,933
-15% -$1.15M
CCJ icon
792
Cameco
CCJ
$42.6B
$6.43M 0.02%
70,341
-835
-1% -$75.2K
PTY icon
793
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$6.43M 0.02%
498,639
+7,715
+2% +$104K
AFMC icon
794
First Trust Active Factor Mid Cap ETF
AFMC
$199M
$6.42M 0.02%
186,150
+1,716
+0.9% +$58.5K
BUXX icon
795
Strive Enhanced Income Short Maturity ETF
BUXX
$490M
$6.4M 0.02%
316,337
-17,861
-5% -$363K
RPG icon
796
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$6.4M 0.02%
137,106
-19,403
-12% -$909K
SLYG icon
797
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.23B
$6.4M 0.02%
67,912
-305
-0.4% -$28.8K
RSPU icon
798
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$537M
$6.38M 0.02%
85,390
-2,513
-3% -$194K
IWO icon
799
iShares Russell 2000 Growth ETF
IWO
$15.1B
$6.34M 0.02%
19,617
+351
+2% +$114K
SUSC icon
800
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$6.32M 0.02%
270,039
+17,127
+7% +$403K
30 31
32
33 34

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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.