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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
JPC icon
1076
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$3.74M 0.01%
456,630
-14,483
-3% -$117K
HIG icon
1077
Hartford Financial Services
HIG
$37.8B
$3.74M 0.01%
28,050
+7,887
+39% +$1.01M
ARKF icon
1078
ARK Blockchain & Fintech Innovation ETF
ARKF
$782M
$3.74M 0.01%
65,803
+17,989
+38% +$967K
YEAR icon
1079
AB Ultra Short Income ETF
YEAR
$1.52B
$3.74M 0.01%
73,722
+10,073
+16% +$509K
ROBO icon
1080
ROBO Global Robotics & Automation Index ETF
ROBO
$2.13B
$3.73M 0.01%
56,876
+6,886
+14% +$436K
QS icon
1081
QuantumScape Corp
QS
$3.79B
$3.73M 0.01%
302,594
+50,456
+20% +$492K
DAUG icon
1082
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$3.73M 0.01%
85,398
-8,058
-9% -$344K
BMNR
1083
BitMine Immersion Technologies
BMNR
$11B
$3.73M 0.01%
+71,760
New +$3.64M
GDV icon
1084
Gabelli Dividend & Income Trust
GDV
$2.7B
$3.72M 0.01%
137,184
-49,565
-27% -$1.32M
NNE
1085
Nano Nuclear Energy
NNE
$1.1B
$3.71M 0.01%
96,355
+29,918
+45% +$1.06M
DASH icon
1086
DoorDash
DASH
$93.7B
$3.71M 0.01%
13,645
+5,629
+70% +$1.41M
HYD icon
1087
VanEck High Yield Muni ETF
HYD
$4.42B
$3.69M 0.01%
72,547
+7,653
+12% +$381K
FLBL icon
1088
Franklin Senior Loan ETF
FLBL
$860M
$3.69M 0.01%
153,634
+10,416
+7% +$252K
JPEF icon
1089
JPMorgan Equity Focus ETF
JPEF
$2.07B
$3.68M 0.01%
49,694
+13,686
+38% +$985K
FEZ icon
1090
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
$3.66M 0.01%
58,975
+2,328
+4% +$140K
APOC
1091
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70M
$3.66M 0.01%
141,347
+199
+0.1% +$5.12K
SRE icon
1092
Sempra
SRE
$56.5B
$3.65M 0.01%
40,535
+2,313
+6% +$187K
VFMV icon
1093
Vanguard US Minimum Volatility ETF
VFMV
$446M
$3.63M 0.01%
27,655
-1,040
-4% -$135K
SMDV icon
1094
ProShares Russell 2000 Dividend Growers ETF
SMDV
$708M
$3.63M 0.01%
54,412
+383
+0.7% +$25.6K
GDE icon
1095
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$480M
$3.61M 0.01%
62,942
+57,555
+1,068% +$2.91M
CAPE icon
1096
DoubleLine Shiller CAPE US Equities ETF
CAPE
$245M
$3.6M 0.01%
110,572
-14,821
-12% -$477K
FE icon
1097
FirstEnergy
FE
$27.1B
$3.6M 0.01%
78,608
+3,372
+4% +$144K
SPIB icon
1098
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$3.6M 0.01%
106,228
+8,617
+9% +$290K
ETV
1099
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.77B
$3.59M 0.01%
252,149
+13,828
+6% +$193K
RFI
1100
Cohen & Steers Total Return Realty Fund
RFI
$309M
$3.59M 0.01%
296,735
+11,278
+4% +$135K
42 43
44
45 46

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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.