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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
BRTR icon
1626
BlackRock Total Return ETF
BRTR
$747M
$1.7M ﹤0.01%
33,353
+625
+2% +$31.6K
EMHY icon
1627
iShares JPMorgan EM High Yield Bond ETF
EMHY
$639M
$1.7M ﹤0.01%
42,756
-3,133
-7% -$123K
QQQE icon
1628
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.45B
$1.69M ﹤0.01%
16,625
+1,205
+8% +$119K
STWD icon
1629
Starwood Property Trust
STWD
$6.09B
$1.69M ﹤0.01%
87,143
-167
-0.2% -$3.36K
ETW
1630
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.07B
$1.69M ﹤0.01%
186,328
-107,243
-37% -$949K
AUR icon
1631
Aurora
AUR
$13.4B
$1.68M ﹤0.01%
312,277
+37,720
+14% +$221K
DECK icon
1632
Deckers Outdoor
DECK
$12.7B
$1.68M ﹤0.01%
16,570
+7,229
+77% +$788K
FHN icon
1633
First Horizon
FHN
$12.3B
$1.68M ﹤0.01%
74,195
+1,344
+2% +$29.9K
WDC icon
1634
Western Digital
WDC
$168B
$1.68M ﹤0.01%
13,950
+5,950
+74% +$486K
DBC icon
1635
Invesco DB Commodity Index Tracking Fund
DBC
$1.71B
$1.67M ﹤0.01%
74,165
-2,233
-3% -$49.7K
STAG icon
1636
STAG Industrial
STAG
$7.12B
$1.67M ﹤0.01%
47,343
+7,114
+18% +$254K
XTL icon
1637
State Street SPDR S&P Telecom ETF
XTL
$555M
$1.67M ﹤0.01%
11,912
-4,601
-28% -$590K
DIHP icon
1638
Dimensional International High Profitability ETF
DIHP
$6.59B
$1.67M ﹤0.01%
54,800
+10,356
+23% +$308K
MSIF
1639
MSC Income Fund Inc
MSIF
$560M
$1.67M ﹤0.01%
+126,913
New +$1.89M
EPAM icon
1640
EPAM Systems
EPAM
$5.17B
$1.66M ﹤0.01%
11,035
+324
+3% +$53.2K
BIP icon
1641
Brookfield Infrastructure Partners
BIP
$18.2B
$1.66M ﹤0.01%
50,536
+38,344
+315% +$1.21M
VRSN icon
1642
VeriSign
VRSN
$25.6B
$1.66M ﹤0.01%
5,939
+95
+2% +$26.5K
BDEC icon
1643
Innovator US Equity Buffer ETF December
BDEC
$223M
$1.66M ﹤0.01%
34,592
-11,652
-25% -$541K
ZFEB
1644
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$152M
$1.66M ﹤0.01%
66,431
-6,892
-9% -$170K
IGHG icon
1645
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
$1.66M ﹤0.01%
20,976
-649
-3% -$51K
SDOG icon
1646
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
$1.66M ﹤0.01%
27,500
+822
+3% +$48.6K
SCHJ icon
1647
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$1.66M ﹤0.01%
66,326
+3,713
+6% +$92.2K
WSBC icon
1648
WesBanco
WSBC
$4.07B
$1.65M ﹤0.01%
51,778
-890
-2% -$28.4K
DIV icon
1649
Global X SuperDividend US ETF
DIV
$780M
$1.65M ﹤0.01%
93,401
+688
+0.7% +$12.2K
FIDU icon
1650
Fidelity MSCI Industrials Index ETF
FIDU
$2.39B
$1.65M ﹤0.01%
20,135
+2,155
+12% +$173K
64 65
66
67 68

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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.