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
+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
GLTR icon
826
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.69B
$5.83M 0.02%
35,243
+6,828
+24% +$999K
IBDR icon
827
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$5.83M 0.02%
239,705
+11,685
+5% +$283K
WELL icon
828
Welltower
WELL
$169B
$5.81M 0.02%
32,596
-7,391
-18% -$1.21M
ALAB icon
829
Astera Labs
ALAB
$56B
$5.8M 0.02%
29,621
+6,611
+29% +$1.09M
TT icon
830
Trane Technologies
TT
$106B
$5.78M 0.02%
13,695
+2,789
+26% +$1.19M
ADSK icon
831
Autodesk
ADSK
$51.5B
$5.77M 0.02%
18,173
+4,684
+35% +$1.43M
ZTS icon
832
Zoetis
ZTS
$30.5B
$5.76M 0.02%
39,383
-5,187
-12% -$784K
ACGL icon
833
Arch Capital
ACGL
$33.2B
$5.76M 0.02%
63,491
+982
+2% +$88.1K
SPTS icon
834
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$5.73M 0.02%
195,277
-2,174
-1% -$63.6K
RGTI icon
835
Rigetti Computing
RGTI
$6.22B
$5.72M 0.02%
192,007
+12,941
+7% +$227K
DBMF icon
836
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
$5.71M 0.02%
208,938
+12,388
+6% +$324K
RING icon
837
iShares MSCI Global Gold Miners ETF
RING
$2.39B
$5.69M 0.02%
87,879
-26,350
-23% -$1.35M
SCHP icon
838
Schwab US TIPS ETF
SCHP
$16.2B
$5.68M 0.02%
210,895
+9,655
+5% +$258K
BBLU icon
839
EA Bridgeway Blue Chip ETF
BBLU
$462M
$5.68M 0.02%
377,771
-4,662
-1% -$66.7K
FNF icon
840
Fidelity National Financial
FNF
$12.9B
$5.68M 0.02%
93,859
-127
-0.1% -$7.38K
IWS icon
841
iShares Russell Mid-Cap Value ETF
IWS
$16B
$5.68M 0.02%
40,650
+3,182
+8% +$435K
PSI icon
842
Invesco Semiconductors ETF
PSI
$2.61B
$5.68M 0.02%
80,712
-14,411
-15% -$913K
SCHO icon
843
Schwab Short-Term US Treasury ETF
SCHO
$13B
$5.67M 0.02%
232,445
-6,692
-3% -$163K
MLPX icon
844
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
$5.67M 0.02%
90,345
-9,266
-9% -$567K
NXST icon
845
Nexstar Media Group
NXST
$5.73B
$5.65M 0.02%
28,563
-4,910
-15% -$960K
VSS icon
846
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$5.63M 0.02%
39,512
+1,423
+4% +$197K
CAH icon
847
Cardinal Health
CAH
$53.9B
$5.63M 0.02%
35,855
+1,558
+5% +$241K
CW icon
848
Curtiss-Wright
CW
$25.6B
$5.62M 0.02%
10,355
+5,392
+109% +$2.66M
SPG icon
849
Simon Property Group
SPG
$71.9B
$5.62M 0.02%
29,938
-452
-1% -$78K
GM icon
850
General Motors
GM
$76.3B
$5.61M 0.02%
91,965
-6,030
-6% -$336K
32 33
34
35 36

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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.