We are live on ! Find out more
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
FAPR icon
1426
FT Vest US Equity Buffer ETF April
FAPR
$1.3B
$2.21M 0.01%
50,836
-4,513
-8% -$193K
MPWR icon
1427
Monolithic Power Systems
MPWR
$67B
$2.21M 0.01%
2,400
+195
+9% +$158K
RBIL
1428
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$154M
$2.21M 0.01%
44,153
+2,802
+7% +$140K
PEXL icon
1429
Pacer US Export Leaders ETF
PEXL
$54.4M
$2.21M 0.01%
38,486
-11,439
-23% -$627K
BILZ icon
1430
PIMCO Ultra Short Government Active ETF
BILZ
$1.03B
$2.2M 0.01%
21,776
+337
+2% +$34.1K
GFEB icon
1431
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
$2.2M 0.01%
54,242
-2,871
-5% -$114K
SPXX icon
1432
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$346M
$2.2M 0.01%
125,788
+1,027
+0.8% +$18.4K
TD icon
1433
Toronto Dominion Bank
TD
$203B
$2.2M 0.01%
27,485
+1,038
+4% +$77.9K
KJAN icon
1434
Innovator US Small Cap Power Buffer ETF January
KJAN
$328M
$2.19M 0.01%
54,394
+6,168
+13% +$240K
AME icon
1435
Ametek
AME
$58.7B
$2.19M 0.01%
11,659
+6,543
+128% +$1.2M
FCEF icon
1436
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$82.6M
$2.19M 0.01%
95,708
+2,139
+2% +$48.4K
DNOV icon
1437
FT Vest US Equity Deep Buffer ETF November
DNOV
$401M
$2.19M 0.01%
46,747
-1,686
-3% -$77.1K
SEIM icon
1438
SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
$1.47B
$2.19M 0.01%
48,126
+7,598
+19% +$330K
OKTA icon
1439
Okta
OKTA
$26.9B
$2.18M 0.01%
23,785
-4,882
-17% -$456K
KDP icon
1440
Keurig Dr Pepper
KDP
$42.3B
$2.18M 0.01%
85,372
+50,793
+147% +$1.59M
MDB icon
1441
MongoDB
MDB
$38B
$2.18M 0.01%
7,014
-767
-10% -$197K
GUT
1442
Gabelli Utility Trust
GUT
$580M
$2.18M 0.01%
358,517
+128,508
+56% +$773K
KMX icon
1443
CarMax
KMX
$8.52B
$2.18M 0.01%
48,486
+1,236
+3% +$73.8K
EUAD
1444
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.24B
$2.18M 0.01%
46,334
-18,742
-29% -$806K
COM icon
1445
Direxion Auspice Broad Commodity Strategy ETF
COM
$207M
$2.17M 0.01%
75,666
+11,145
+17% +$313K
DWX icon
1446
State Street SPDR S&P International Dividend ETF
DWX
$529M
$2.17M 0.01%
50,921
+2,518
+5% +$107K
XT icon
1447
iShares Future Exponential Technologies ETF
XT
$4.01B
$2.17M 0.01%
30,128
+948
+3% +$64.2K
MCHP icon
1448
Microchip Technology
MCHP
$42.2B
$2.17M 0.01%
33,735
-20,669
-38% -$1.4M
CALM icon
1449
Cal-Maine
CALM
$3.87B
$2.16M 0.01%
22,984
+12,506
+119% +$1.34M
FCSH icon
1450
Federated Hermes Short Duration Corporate ETF
FCSH
$65.2M
$2.16M 0.01%
88,439
+58,621
+197% +$1.43M
56 57
58
59 60

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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.