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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
AVLV icon
1151
Avantis US Large Cap Value ETF
AVLV
$18.4B
$3.31M 0.01%
45,872
+279
+0.6% +$19.7K
IDXX icon
1152
Idexx Laboratories
IDXX
$44.7B
$3.31M 0.01%
5,185
+185
+4% +$112K
IGF icon
1153
iShares Global Infrastructure ETF
IGF
$10.7B
$3.31M 0.01%
54,125
+133
+0.2% +$7.98K
SIL icon
1154
Global X Silver Miners ETF NEW
SIL
$4.75B
$3.3M 0.01%
46,132
+12,802
+38% +$718K
BSCT icon
1155
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.94B
$3.3M 0.01%
175,606
+36,796
+27% +$690K
YMAR icon
1156
FT Vest International Equity Moderate Buffer ETF March
YMAR
$164M
$3.3M 0.01%
125,789
-45,672
-27% -$1.18M
LNTH icon
1157
Lantheus
LNTH
$6.59B
$3.3M 0.01%
64,341
+28,070
+77% +$1.75M
ULTA icon
1158
Ulta Beauty
ULTA
$22.2B
$3.3M 0.01%
6,030
+1,001
+20% +$513K
ASTS icon
1159
AST SpaceMobile
ASTS
$21.4B
$3.3M 0.01%
67,157
+9,216
+16% +$444K
VGK icon
1160
Vanguard FTSE Europe ETF
VGK
$31.1B
$3.29M 0.01%
41,177
-6,684
-14% -$523K
CERY
1161
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.03B
$3.28M 0.01%
114,467
+20,719
+22% +$578K
PSL icon
1162
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.1M
$3.27M 0.01%
29,793
+269
+0.9% +$29.7K
WSM icon
1163
Williams-Sonoma
WSM
$28.5B
$3.27M 0.01%
16,709
+677
+4% +$129K
JHMD icon
1164
John Hancock Multifactor Developed International ETF
JHMD
$987M
$3.26M 0.01%
81,550
+2,935
+4% +$115K
POCT icon
1165
Innovator US Equity Power Buffer ETF October
POCT
$975M
$3.26M 0.01%
75,649
-6,004
-7% -$254K
IYY icon
1166
iShares Dow Jones US ETF
IYY
$3.09B
$3.26M 0.01%
20,046
+1,386
+7% +$217K
ROBT icon
1167
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$796M
$3.25M 0.01%
61,531
+7,020
+13% +$354K
KRE icon
1168
State Street SPDR S&P Regional Banking ETF
KRE
$4.67B
$3.25M 0.01%
51,368
+9,365
+22% +$590K
RWO icon
1169
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$3.25M 0.01%
70,969
+919
+1% +$41.2K
TXT icon
1170
Textron
TXT
$15.1B
$3.25M 0.01%
38,431
+1,130
+3% +$92K
USTB icon
1171
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.4B
$3.24M 0.01%
63,527
+5,136
+9% +$261K
BJ icon
1172
BJs Wholesale Club
BJ
$11.9B
$3.23M 0.01%
34,657
-8,775
-20% -$897K
FLDR icon
1173
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$3.23M 0.01%
64,379
-7,483
-10% -$376K
NAPR icon
1174
Innovator Growth-100 Power Buffer ETF April
NAPR
$213M
$3.22M 0.01%
61,085
-535
-0.9% -$27.8K
ROP icon
1175
Roper Technologies
ROP
$39.3B
$3.22M 0.01%
6,448
-6
-0.1% -$3.2K
45 46
47
48 49

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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.