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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
BLBD icon
1326
Blue Bird Corp
BLBD
$2.05B
$2.55M 0.01%
44,294
+7,172
+19% +$374K
FTHY
1327
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$496M
$2.55M 0.01%
175,926
+11,494
+7% +$168K
SE icon
1328
Sea Limited
SE
$75.5B
$2.55M 0.01%
14,264
-1,013
-7% -$174K
CCI icon
1329
Crown Castle
CCI
$32.2B
$2.54M 0.01%
26,378
+1,737
+7% +$176K
SOUN icon
1330
SoundHound AI
SOUN
$3.32B
$2.54M 0.01%
158,275
-37,796
-19% -$502K
MLPA icon
1331
Global X MLP ETF
MLPA
$2.28B
$2.54M 0.01%
52,432
+2,698
+5% +$134K
P
1332
Everpure Inc
P
$39B
$2.54M 0.01%
30,255
-616
-2% -$41K
PTF icon
1333
Invesco Dorsey Wright Technology Momentum ETF
PTF
$659M
$2.53M 0.01%
33,848
-17,738
-34% -$1.24M
CAG icon
1334
Conagra Brands
CAG
$7.39B
$2.53M 0.01%
138,173
+11,453
+9% +$220K
QQA
1335
Invesco QQQ Income Advantage ETF
QQA
$834M
$2.52M 0.01%
47,807
-4,169
-8% -$214K
BUFB icon
1336
Innovator Laddered Allocation Buffer ETF
BUFB
$331M
$2.51M 0.01%
70,317
-1,225
-2% -$42.6K
QDF icon
1337
FlexShares Quality Dividend Index Fund
QDF
$2.29B
$2.51M 0.01%
31,637
+1,505
+5% +$115K
CANQ icon
1338
Calamos ETF Trust Calamos Nasdaq Equity & Income ETF
CANQ
$21.4M
$2.51M 0.01%
83,349
+1,369
+2% +$40.1K
PEY icon
1339
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
$2.5M 0.01%
118,893
+6,599
+6% +$139K
GMAR icon
1340
FT Vest US Equity Moderate Buffer ETF March
GMAR
$397M
$2.5M 0.01%
62,400
-377
-0.6% -$14.9K
INDS icon
1341
Pacer Industrial Real Estate ETF
INDS
$116M
$2.5M 0.01%
67,090
+3,322
+5% +$122K
TFLR icon
1342
T. Rowe Price Floating Rate ETF
TFLR
$689M
$2.49M 0.01%
48,458
+1,893
+4% +$97.7K
AIA icon
1343
iShares Asia 50 ETF
AIA
$5.07B
$2.49M 0.01%
26,334
-2,517
-9% -$217K
TTE icon
1344
TotalEnergies
TTE
$193B
$2.49M 0.01%
41,670
+7,611
+22% +$469K
PAGP icon
1345
Plains GP Holdings
PAGP
$5.04B
$2.48M 0.01%
136,196
+11,822
+10% +$226K
NXPI icon
1346
NXP Semiconductors
NXPI
$58.5B
$2.48M 0.01%
10,891
-715
-6% -$161K
BBIO icon
1347
BridgeBio Pharma
BBIO
$15.9B
$2.48M 0.01%
47,656
+5,569
+13% +$272K
WRB icon
1348
W.R. Berkley
WRB
$26.2B
$2.47M 0.01%
32,255
+4,826
+18% +$344K
FXG icon
1349
First Trust Consumer Staples AlphaDEX Fund
FXG
$232M
$2.46M 0.01%
39,315
-1,645
-4% -$105K
DGX icon
1350
Quest Diagnostics
DGX
$26.1B
$2.46M 0.01%
12,916
+2,401
+23% +$426K
52 53
54
55 56

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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.