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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
TRND icon
1751
Pacer Trendpilot Fund of Funds ETF
TRND
$64.8M
$1.46M ﹤0.01%
43,567
+361
+0.8% +$11.8K
ALAI icon
1752
Alger AI Enablers & Adopters ETF
ALAI
$525M
$1.46M ﹤0.01%
39,022
+15,499
+66% +$520K
HUBS icon
1753
HubSpot
HUBS
$11.5B
$1.46M ﹤0.01%
3,122
+1,789
+134% +$900K
COPX icon
1754
Global X Copper Miners ETF NEW
COPX
$7.99B
$1.46M ﹤0.01%
24,367
+2,026
+9% +$97.9K
GNW icon
1755
Genworth Financial
GNW
$3.81B
$1.46M ﹤0.01%
163,668
+124,320
+316% +$1.03M
PL icon
1756
Planet Labs
PL
$8.83B
$1.46M ﹤0.01%
112,281
+94,123
+518% +$726K
NNN icon
1757
NNN REIT
NNN
$8.9B
$1.45M ﹤0.01%
34,156
+4,425
+15% +$188K
XSOE icon
1758
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.13B
$1.45M ﹤0.01%
38,303
-2,306
-6% -$82.6K
ALNY icon
1759
Alnylam Pharmaceuticals
ALNY
$29.7B
$1.45M ﹤0.01%
3,180
+1,796
+130% +$731K
HEDJ icon
1760
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$1.45M ﹤0.01%
28,778
-18,775
-39% -$927K
BTO
1761
John Hancock Financial Opportunities Fund
BTO
$819M
$1.45M ﹤0.01%
40,237
+2,219
+6% +$80.2K
CHY
1762
Calamos Convertible and High Income Fund
CHY
$1.08B
$1.45M ﹤0.01%
128,853
+8,991
+8% +$99K
CRTC icon
1763
Xtrackers US National Critical Technologies ETF
CRTC
$144M
$1.44M ﹤0.01%
39,648
-102
-0.3% -$3.59K
DFAE icon
1764
Dimensional Emerging Core Equity Market ETF
DFAE
$9.87B
$1.44M ﹤0.01%
45,803
+6,731
+17% +$203K
CXSE icon
1765
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$494M
$1.44M ﹤0.01%
32,353
+23,740
+276% +$928K
TE
1766
T1 Energy
TE
$1.54B
$1.44M ﹤0.01%
661,437
+108,000
+20% +$172K
FXI icon
1767
iShares China Large-Cap ETF
FXI
$4.16B
$1.44M ﹤0.01%
34,904
+1,483
+4% +$57.3K
IBHG icon
1768
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
$1.44M ﹤0.01%
63,862
+936
+1% +$21K
BDGS icon
1769
Bridges Capital Tactical ETF
BDGS
$43.4M
$1.43M ﹤0.01%
41,656
+2,668
+7% +$89.8K
PIE icon
1770
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$250M
$1.43M ﹤0.01%
58,653
-1,972
-3% -$44.6K
WSO icon
1771
Watsco Inc
WSO
$12.8B
$1.43M ﹤0.01%
3,532
-177
-5% -$75.7K
GDEC icon
1772
FT Vest US Equity Moderate Buffer ETF December
GDEC
$439M
$1.43M ﹤0.01%
38,883
-347
-0.9% -$12.5K
BBEU icon
1773
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
$1.42M ﹤0.01%
20,443
+1,244
+6% +$84.7K
ZBH icon
1774
Zimmer Biomet
ZBH
$19B
$1.42M ﹤0.01%
14,441
+5,797
+67% +$574K
DBRG icon
1775
DigitalBridge
DBRG
$2.95B
$1.42M ﹤0.01%
121,273
-542
-0.4% -$6.05K
69 70
71
72 73

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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.