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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
FLUT icon
1576
Flutter Entertainment
FLUT
$17B
$1.82M 0.01%
7,155
+1,768
+33% +$517K
CBSH icon
1577
Commerce Bancshares
CBSH
$8.61B
$1.81M 0.01%
31,883
-4,927
-13% -$290K
CTRE icon
1578
CareTrust REIT
CTRE
$9.18B
$1.81M 0.01%
52,268
+943
+2% +$31K
FUMB icon
1579
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
$1.81M 0.01%
90,154
+14,316
+19% +$288K
KBWB icon
1580
Invesco KBW Bank ETF
KBWB
$6.84B
$1.81M 0.01%
23,144
-569
-2% -$42.9K
AOD
1581
abrdn Total Dynamic Dividend Fund
AOD
$1.13B
$1.8M 0.01%
190,796
+8,309
+5% +$75.8K
MCI
1582
Barings Corporate Investors
MCI
$342M
$1.8M ﹤0.01%
86,785
+2,050
+2% +$43.5K
SWK icon
1583
Stanley Black & Decker
SWK
$15.5B
$1.8M ﹤0.01%
24,206
+2,395
+11% +$176K
NXTG icon
1584
First Trust Indxx NextG ETF
NXTG
$576M
$1.8M ﹤0.01%
17,357
-263
-1% -$26.2K
TER icon
1585
Teradyne
TER
$64.2B
$1.8M ﹤0.01%
13,062
+3,784
+41% +$413K
QEFA icon
1586
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$1.79M ﹤0.01%
20,382
-39
-0.2% -$3.36K
BMAR icon
1587
Innovator US Equity Buffer ETF March
BMAR
$255M
$1.79M ﹤0.01%
34,718
-713
-2% -$35.8K
SMAY icon
1588
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$111M
$1.79M ﹤0.01%
70,665
-10,442
-13% -$258K
TRMB icon
1589
Trimble
TRMB
$13.4B
$1.79M ﹤0.01%
21,875
+300
+1% +$24.5K
PSIX
1590
Power Solutions International
PSIX
$947M
$1.78M ﹤0.01%
18,138
+14,066
+345% +$1.25M
KIO
1591
KKR Income Opportunities Fund
KIO
$458M
$1.77M ﹤0.01%
140,834
+46,053
+49% +$580K
CARZ icon
1592
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$48.8M
$1.77M ﹤0.01%
24,385
-102
-0.4% -$6.8K
EMQQ icon
1593
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$1.77M ﹤0.01%
38,142
+2,138
+6% +$91.8K
JMEE icon
1594
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.97B
$1.77M ﹤0.01%
27,889
+752
+3% +$46.5K
CSR
1595
Centerspace
CSR
$925M
$1.76M ﹤0.01%
29,922
+3,514
+13% +$203K
OSK icon
1596
Oshkosh
OSK
$9.61B
$1.76M ﹤0.01%
13,582
+3,879
+40% +$515K
OACP icon
1597
OneAscent Core Plus Bond ETF
OACP
$268M
$1.76M ﹤0.01%
76,178
-10,665
-12% -$244K
CMS icon
1598
CMS Energy
CMS
$22B
$1.75M ﹤0.01%
23,953
-2,132
-8% -$153K
MOTI icon
1599
VanEck Morningstar International Moat ETF
MOTI
$75.7M
$1.75M ﹤0.01%
47,348
+199
+0.4% +$7.18K
PI icon
1600
Impinj
PI
$5.49B
$1.75M ﹤0.01%
9,682
+238
+3% +$37.5K
62 63
64
65 66

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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.