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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
FLRN icon
801
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$6.3M 0.02%
204,882
+5,484
+3% +$169K
IWS icon
802
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$6.29M 0.02%
44,596
+3,946
+10% +$552K
IYJ icon
803
iShares US Industrials ETF
IYJ
$1.96B
$6.26M 0.02%
42,262
-322
-0.8% -$47K
LNT icon
804
Alliant Energy
LNT
$18.2B
$6.23M 0.02%
95,879
+4,143
+5% +$278K
DJP icon
805
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
$6.22M 0.02%
165,504
+18,712
+13% +$691K
GSIE icon
806
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$6.21M 0.02%
144,626
-3,020
-2% -$126K
SOFI icon
807
SoFi Technologies
SOFI
$23.8B
$6.21M 0.02%
237,001
+563
+0.2% +$15.7K
BILS icon
808
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.91B
$6.15M 0.02%
62,018
+17,902
+41% +$1.78M
HBAN icon
809
Huntington Bancshares
HBAN
$35.9B
$6.14M 0.02%
354,096
+894
+0.3% +$14.7K
BSX icon
810
Boston Scientific
BSX
$74.9B
$6.14M 0.02%
64,365
-10,656
-14% -$1.04M
ADM icon
811
Archer Daniels Midland
ADM
$38.6B
$6.13M 0.02%
106,637
-31,911
-23% -$1.91M
QBTS icon
812
D-Wave Quantum Inc. Common Stock
QBTS
$7.78B
$6.13M 0.02%
234,352
-35,518
-13% -$1.03M
SCCO icon
813
Southern Copper
SCCO
$158B
$6.13M 0.02%
44,022
+14,492
+49% +$1.9M
VSS icon
814
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$6.12M 0.02%
42,667
+3,155
+8% +$449K
RING icon
815
iShares MSCI Global Gold Miners ETF
RING
$2.4B
$6.11M 0.02%
82,988
-4,891
-6% -$330K
IFRA icon
816
iShares US Infrastructure ETF
IFRA
$4.62B
$6.11M 0.02%
116,078
+1,384
+1% +$73.1K
IONQ icon
817
IonQ
IONQ
$18.2B
$6.09M 0.02%
135,649
-6,799
-5% -$381K
SCHP icon
818
Schwab US TIPS ETF
SCHP
$16.2B
$6.08M 0.02%
229,719
+18,824
+9% +$505K
EVMO
819
Eaton Vance Mortgage Opportunities ETF
EVMO
$862M
$6.08M 0.02%
119,945
+11,334
+10% +$575K
PSFF icon
820
Pacer Swan SOS Fund of Funds ETF
PSFF
$599M
$6.08M 0.02%
188,120
-423
-0.2% -$13.5K
VALE icon
821
Vale
VALE
$58.7B
$6.07M 0.02%
465,441
-25,533
-5% -$310K
SILA
822
DELISTED
Sila Realty Trust
SILA
$6.07M 0.02%
260,185
-51,396
-16% -$1.21M
HEGD icon
823
Swan Hedged Equity US Large Cap ETF
HEGD
$739M
$6.06M 0.02%
240,529
+22,250
+10% +$561K
IBDS icon
824
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$6.06M 0.02%
249,692
+9,278
+4% +$225K
EIPI
825
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$6.06M 0.02%
304,814
-1,364
-0.4% -$27.1K
31 32
33
34 35

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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.