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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
BTC
976
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$4.65M 0.01%
120,093
+17,281
+17% +$766K
ZS icon
977
Zscaler
ZS
$30.4B
$4.61M 0.01%
20,494
-1,560
-7% -$440K
SPIB icon
978
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$4.59M 0.01%
135,894
+29,666
+28% +$1M
SHYM
979
iShares Short Duration High Yield Muni Active ETF
SHYM
$817M
$4.59M 0.01%
206,499
+4,730
+2% +$105K
MART icon
980
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$31.1M
$4.58M 0.01%
118,351
-7,923
-6% -$302K
IWN icon
981
iShares Russell 2000 Value ETF
IWN
$14.7B
$4.57M 0.01%
25,210
+1,288
+5% +$231K
MTB icon
982
M&T Bank
MTB
$36.6B
$4.57M 0.01%
22,671
-1,040
-4% -$199K
DHI icon
983
D.R. Horton
DHI
$40.8B
$4.52M 0.01%
31,396
-9,564
-23% -$1.46M
KHPI
984
Kensington Hedged Premium Income ETF
KHPI
$428M
$4.49M 0.01%
174,985
+66,705
+62% +$1.73M
BDYN
985
iShares Dynamic Equity Active ETF
BDYN
$3.16B
$4.48M 0.01%
174,844
+36,858
+27% +$945K
CHKP icon
986
Check Point Software Technologies
CHKP
$13.2B
$4.48M 0.01%
24,125
+447
+2% +$86.4K
MDYG icon
987
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.97B
$4.47M 0.01%
48,314
-9,388
-16% -$863K
FEGE
988
First Eagle Global Equity ETF
FEGE
$2.33B
$4.44M 0.01%
96,422
+38,313
+66% +$1.73M
EWQ icon
989
iShares MSCI France ETF
EWQ
$332M
$4.4M 0.01%
97,885
-16,623
-15% -$740K
PSEP icon
990
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$4.39M 0.01%
100,522
-1,365
-1% -$59K
DKNG icon
991
DraftKings
DKNG
$12.7B
$4.39M 0.01%
127,492
+8,688
+7% +$286K
TROW icon
992
T. Rowe Price
TROW
$23.8B
$4.39M 0.01%
42,873
-2,608
-6% -$269K
SECT icon
993
Main Sector Rotation ETF
SECT
$2.91B
$4.38M 0.01%
67,946
+836
+1% +$53.3K
PAUG icon
994
Innovator US Equity Power Buffer ETF August
PAUG
$938M
$4.38M 0.01%
101,276
+9,458
+10% +$404K
PMMF
995
iShares Prime Money Market ETF
PMMF
$670M
$4.38M 0.01%
43,660
+29,019
+198% +$2.91M
PFEB icon
996
Innovator US Equity Power Buffer ETF February
PFEB
$926M
$4.37M 0.01%
107,376
+2,223
+2% +$89.1K
IBDU icon
997
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.07B
$4.36M 0.01%
186,470
+25,122
+16% +$589K
DKS icon
998
Dick's Sporting Goods
DKS
$18.1B
$4.35M 0.01%
21,987
+272
+1% +$59.3K
STXE icon
999
Strive Emerging Markets ex-China ETF
STXE
$144M
$4.35M 0.01%
121,087
-423
-0.3% -$14.7K
TACK icon
1000
Fairlead Tactical Sector ETF
TACK
$306M
$4.35M 0.01%
145,015
-1,219
-0.8% -$36.5K
38 39
40
41 42

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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.