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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
EBAY icon
976
eBay
EBAY
$46.5B
$4.47M 0.01%
49,114
-583
-1% -$51.6K
HYBL icon
977
State Street Blackstone High Income ETF
HYBL
$575M
$4.46M 0.01%
155,792
+32,639
+27% +$932K
YUM icon
978
Yum! Brands
YUM
$41.2B
$4.46M 0.01%
29,337
-132
-0.4% -$19.4K
SEIX icon
979
Virtus SEIX Senior Loan ETF
SEIX
$253M
$4.45M 0.01%
188,824
+14,677
+8% +$347K
CGHM
980
Capital Group Municipal High-Income ETF
CGHM
$3.3B
$4.44M 0.01%
175,705
+38,816
+28% +$960K
DKNG icon
981
DraftKings
DKNG
$12.6B
$4.44M 0.01%
118,804
+3,508
+3% +$156K
ARKW icon
982
ARK Web x.0 ETF
ARKW
$1.82B
$4.41M 0.01%
25,248
-13,211
-34% -$2.1M
PDX
983
PIMCO Dynamic Income Strategy Fund
PDX
$972M
$4.41M 0.01%
176,828
-3,304
-2% -$81.2K
FEP icon
984
First Trust Europe AlphaDEX Fund
FEP
$534M
$4.41M 0.01%
86,065
+4,039
+5% +$200K
BILS icon
985
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.91B
$4.39M 0.01%
44,116
-20,310
-32% -$2.02M
FTRI icon
986
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$130M
$4.39M 0.01%
288,855
-120,547
-29% -$1.77M
TACK icon
987
Fairlead Tactical Sector ETF
TACK
$306M
$4.39M 0.01%
146,234
-9,116
-6% -$264K
GPC icon
988
Genuine Parts
GPC
$18.7B
$4.38M 0.01%
31,608
+3,949
+14% +$530K
GDXJ icon
989
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
$4.38M 0.01%
44,210
+577
+1% +$44.3K
PSEP icon
990
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$4.38M 0.01%
101,887
+11,038
+12% +$463K
IAK icon
991
iShares US Insurance ETF
IAK
$538M
$4.37M 0.01%
32,630
+9,455
+41% +$1.24M
DUKQ
992
Ocean Park Domestic ETF
DUKQ
$13.6M
$4.37M 0.01%
158,728
+9,947
+7% +$265K
DFEB icon
993
FT Vest US Equity Deep Buffer ETF February
DFEB
$464M
$4.37M 0.01%
93,874
-11,287
-11% -$514K
GOF icon
994
Guggenheim Strategic Opportunities Fund
GOF
$2.39B
$4.37M 0.01%
291,622
+55,452
+23% +$829K
CLM icon
995
Cornerstone Strategic Value Fund
CLM
$2.23B
$4.35M 0.01%
525,268
+26,419
+5% +$215K
BR icon
996
Broadridge
BR
$19.6B
$4.33M 0.01%
18,185
+4,275
+31% +$1.06M
J icon
997
Jacobs Solutions
J
$16.8B
$4.3M 0.01%
28,686
+5,210
+22% +$749K
DUHP icon
998
Dimensional US High Profitability ETF
DUHP
$12.8B
$4.3M 0.01%
113,732
+12,415
+12% +$455K
LONZ icon
999
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$597M
$4.28M 0.01%
83,843
-863
-1% -$43.9K
FLCC
1000
Federated Hermes MDT Large Cap Core ETF
FLCC
$135M
$4.28M 0.01%
133,553
-10,511
-7% -$329K
38 39
40
41 42

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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.