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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
MKC icon
926
McCormick & Company Non-Voting
MKC
$14.6B
$4.95M 0.01%
73,949
+3,852
+5% +$270K
BITO icon
927
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$4.94M 0.01%
250,789
+77,831
+45% +$1.62M
XHLF icon
928
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.99B
$4.93M 0.01%
97,840
+8,424
+9% +$424K
SIVR icon
929
abrdn Physical Silver Shares ETF
SIVR
$4.47B
$4.92M 0.01%
110,685
+3,424
+3% +$129K
FXH icon
930
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
$4.91M 0.01%
44,735
-2,271
-5% -$238K
XBI icon
931
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$4.91M 0.01%
48,965
-3,761
-7% -$339K
GOVI icon
932
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
$4.91M 0.01%
176,687
+96,126
+119% +$2.63M
CHKP icon
933
Check Point Software Technologies
CHKP
$13.7B
$4.9M 0.01%
23,678
+1,132
+5% +$228K
SLB icon
934
SLB Ltd
SLB
$77.3B
$4.89M 0.01%
142,310
-49
-0% -$1.71K
BDX icon
935
Becton Dickinson
BDX
$49.6B
$4.88M 0.01%
26,093
+1,899
+8% +$353K
GWX icon
936
State Street SPDR S&P International Small Cap ETF
GWX
$928M
$4.87M 0.01%
121,296
-20,912
-15% -$810K
VGLT icon
937
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$4.87M 0.01%
85,634
+2,031
+2% +$113K
FDEC icon
938
FT Vest US Equity Buffer ETF December
FDEC
$1.36B
$4.85M 0.01%
98,428
-5,371
-5% -$257K
NFLT icon
939
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$463M
$4.84M 0.01%
209,953
+42,134
+25% +$966K
ARKB icon
940
ARK 21Shares Bitcoin ETF
ARKB
$2.41B
$4.83M 0.01%
127,038
+4,570
+4% +$174K
DKS icon
941
Dick's Sporting Goods
DKS
$18.1B
$4.83M 0.01%
21,715
+1,443
+7% +$314K
TDV icon
942
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$283M
$4.83M 0.01%
55,785
-977
-2% -$82.6K
OR icon
943
OR Royalties Inc
OR
$6.15B
$4.81M 0.01%
120,105
-5,561
-4% -$174K
PSA icon
944
Public Storage
PSA
$61.4B
$4.77M 0.01%
16,510
+1,148
+7% +$329K
MART icon
945
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$31.1M
$4.76M 0.01%
126,274
-15,051
-11% -$554K
QMAR icon
946
FT Vest Growth-100 Buffer ETF March
QMAR
$582M
$4.75M 0.01%
147,728
-13,069
-8% -$413K
CSL icon
947
Carlisle Companies
CSL
$14.9B
$4.74M 0.01%
14,407
-120
-0.8% -$45.8K
DFSD
948
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.18B
$4.73M 0.01%
98,097
+7,311
+8% +$352K
LCTU icon
949
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.26B
$4.72M 0.01%
65,042
-1,248
-2% -$87.1K
WBD icon
950
Warner Bros
WBD
$69.6B
$4.71M 0.01%
241,307
+39,550
+20% +$539K
36 37
38
39 40

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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.