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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
GOAU icon
1476
US Global GO Gold and Precious Metal Miners ETF
GOAU
$194M
$2.08M 0.01%
51,821
-1,463
-3% -$47.7K
FEBM
1477
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$48.2M
$2.08M 0.01%
69,692
+1,716
+3% +$50.8K
AMSC icon
1478
American Superconductor
AMSC
$1.56B
$2.08M 0.01%
35,077
+129
+0.4% +$6.45K
SIXO icon
1479
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$120M
$2.08M 0.01%
61,298
+20,709
+51% +$695K
IBND icon
1480
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
$2.08M 0.01%
64,246
+13,235
+26% +$426K
PDO
1481
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
$2.07M 0.01%
146,907
-4,747
-3% -$65.1K
STZ icon
1482
Constellation Brands
STZ
$22.9B
$2.07M 0.01%
15,385
+1,598
+12% +$254K
DIVB icon
1483
iShares Core Dividend ETF
DIVB
$1.8B
$2.06M 0.01%
39,514
+985
+3% +$50.5K
EW icon
1484
Edwards Lifesciences
EW
$53.6B
$2.06M 0.01%
26,530
-1,935
-7% -$151K
NYF icon
1485
iShares New York Muni Bond ETF
NYF
$1.41B
$2.06M 0.01%
38,623
+18,226
+89% +$954K
CNP icon
1486
CenterPoint Energy
CNP
$26.7B
$2.06M 0.01%
53,101
-463
-0.9% -$17.5K
SCHY icon
1487
Schwab International Dividend Equity ETF
SCHY
$2.53B
$2.06M 0.01%
73,606
-4,387
-6% -$122K
FQAL icon
1488
Fidelity Quality Factor ETF
FQAL
$1.47B
$2.06M 0.01%
27,509
+24,335
+767% +$1.75M
VSGX icon
1489
Vanguard ESG International Stock ETF
VSGX
$6.83B
$2.06M 0.01%
29,631
+2,970
+11% +$200K
CVNA icon
1490
Carvana
CVNA
$79.7B
$2.05M 0.01%
27,200
-8,775
-24% -$628K
JPSE icon
1491
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$608M
$2.05M 0.01%
41,196
+17,533
+74% +$843K
QCJA
1492
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$82.8M
$2.05M 0.01%
95,732
+3,075
+3% +$64.6K
HIMS icon
1493
Hims & Hers Health
HIMS
$6.71B
$2.05M 0.01%
36,149
-12,245
-25% -$627K
EMBJ
1494
Embraer S.A. ADS
EMBJ
$13.2B
$2.04M 0.01%
33,817
+2,541
+8% +$144K
TDG icon
1495
TransDigm Group
TDG
$68.3B
$2.04M 0.01%
1,551
-11
-0.7% -$15.7K
BBDC icon
1496
Barings BDC
BBDC
$966M
$2.04M 0.01%
232,938
+15,117
+7% +$142K
LRGE icon
1497
ClearBridge Large Cap Growth Select ETF
LRGE
$389M
$2.04M 0.01%
24,450
-21,231
-46% -$1.71M
UTF icon
1498
Cohen & Steers Infrastructure Fund
UTF
$3B
$2.03M 0.01%
81,956
+237
+0.3% +$6.22K
VMO icon
1499
Invesco Municipal Opportunity Trust
VMO
$662M
$2.03M 0.01%
210,071
+80,613
+62% +$746K
BSJS icon
1500
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$745M
$2.02M 0.01%
91,661
+8,544
+10% +$188K
58 59
60
61 62

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LP
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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.