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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
BJUL icon
1301
Innovator US Equity Buffer ETF July
BJUL
$355M
$2.62M 0.01%
52,682
-37
-0.1% -$1.79K
GNL icon
1302
Global Net Lease
GNL
$1.9B
$2.61M 0.01%
320,793
-3,287
-1% -$25.1K
MCO icon
1303
Moody's
MCO
$84.6B
$2.61M 0.01%
5,470
+911
+20% +$459K
IAI icon
1304
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.39B
$2.6M 0.01%
14,726
+11,524
+360% +$2.01M
DOV icon
1305
Dover
DOV
$27.8B
$2.6M 0.01%
15,603
+13
+0.1% +$2.33K
URNM icon
1306
Sprott Uranium Miners ETF
URNM
$2B
$2.6M 0.01%
43,025
+508
+1% +$25.6K
CFA icon
1307
VictoryShares US 500 Volatility Wtd ETF
CFA
$556M
$2.6M 0.01%
28,567
+1
+0% +$90
RS icon
1308
Reliance Steel & Aluminium
RS
$21.7B
$2.6M 0.01%
9,252
-75
-0.8% -$22.5K
TPIF icon
1309
Timothy Plan International ETF
TPIF
$266M
$2.6M 0.01%
77,773
+7,778
+11% +$255K
TDVG icon
1310
T. Rowe Price Dividend Growth ETF
TDVG
$1.45B
$2.59M 0.01%
59,002
+1,778
+3% +$76.5K
BSJP
1311
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$2.59M 0.01%
112,203
+6,570
+6% +$152K
GXO icon
1312
GXO Logistics
GXO
$5.56B
$2.58M 0.01%
48,787
+10,844
+29% +$558K
FPXI icon
1313
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$305M
$2.58M 0.01%
43,037
+20,953
+95% +$1.2M
AUSF icon
1314
Global X Adaptive US Factor ETF
AUSF
$915M
$2.57M 0.01%
55,346
+33,981
+159% +$1.55M
EXI icon
1315
iShares Global Industrials ETF
EXI
$1.49B
$2.57M 0.01%
14,882
+2,181
+17% +$368K
UDEC
1316
Innovator US Equity Ultra Buffer ETF December
UDEC
$250M
$2.57M 0.01%
66,987
+404
+0.6% +$15.1K
FEGE
1317
First Eagle Global Equity ETF
FEGE
$2.33B
$2.57M 0.01%
58,109
+28,496
+96% +$1.19M
STE icon
1318
Steris
STE
$23B
$2.57M 0.01%
10,375
+941
+10% +$225K
EFX icon
1319
Equifax
EFX
$21.8B
$2.56M 0.01%
9,998
-1,604
-14% -$403K
HFSI
1320
Hartford Strategic Income ETF
HFSI
$1.09B
$2.56M 0.01%
+72,072
New +$2.54M
DYFI icon
1321
IDX Dynamic Fixed Income ETF
DYFI
$56.8M
$2.56M 0.01%
109,657
+8,860
+9% +$206K
JPUS
1322
JPMorgan Diversified Return US Equity ETF
JPUS
$468M
$2.56M 0.01%
20,633
+220
+1% +$26.7K
CHTR icon
1323
Charter Communications
CHTR
$18.7B
$2.55M 0.01%
9,283
+6,709
+261% +$2.03M
IVES
1324
Dan IVES Wedbush AI Revolution ETF
IVES
$1.1B
$2.55M 0.01%
79,471
+57,393
+260% +$1.65M
CRCL
1325
Circle Internet Group
CRCL
$19.1B
$2.55M 0.01%
19,230
+16,410
+582% +$2.6M
51 52
53
54 55

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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.