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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
LDSF icon
1776
First Trust Low Duration Strategic Focus ETF
LDSF
$163M
$1.42M ﹤0.01%
74,062
-743
-1% -$14.2K
SAP icon
1777
SAP
SAP
$241B
$1.41M ﹤0.01%
5,293
+795
+18% +$224K
DUSB icon
1778
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$1.41M ﹤0.01%
27,824
-3,314
-11% -$168K
VRSK icon
1779
Verisk Analytics
VRSK
$23.7B
$1.41M ﹤0.01%
5,618
+332
+6% +$91.1K
SIXJ icon
1780
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$149M
$1.41M ﹤0.01%
42,275
+19,272
+84% +$629K
TMHC
1781
DELISTED
Taylor Morrison
TMHC
$1.41M ﹤0.01%
21,301
-267
-1% -$17.6K
IYG icon
1782
iShares US Financial Services ETF
IYG
$2.23B
$1.4M ﹤0.01%
15,664
+663
+4% +$58.3K
PNR icon
1783
Pentair
PNR
$10.5B
$1.4M ﹤0.01%
12,661
-2,650
-17% -$283K
ARES icon
1784
Ares Management
ARES
$32.9B
$1.4M ﹤0.01%
8,761
-1,938
-18% -$350K
OCTM
1785
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$32.3M
$1.4M ﹤0.01%
43,529
+246
+0.6% +$7.83K
BKR icon
1786
Baker Hughes
BKR
$64.3B
$1.4M ﹤0.01%
28,717
-1,717
-6% -$75.8K
NUKZ icon
1787
Range Nuclear Renaissance Index ETF
NUKZ
$813M
$1.4M ﹤0.01%
21,495
+5,476
+34% +$327K
PPLT
1788
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
$1.4M ﹤0.01%
97,820
+2,040
+2% +$25.8K
HYDB icon
1789
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$1.4M ﹤0.01%
29,182
-15,021
-34% -$713K
XHYI
1790
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$1.4M ﹤0.01%
36,259
-203
-0.6% -$7.77K
SPBW
1791
AllianzIM Buffer20 Allocation ETF
SPBW
$84.7M
$1.39M ﹤0.01%
51,572
-11,681
-18% -$309K
DGRE icon
1792
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$150M
$1.38M ﹤0.01%
48,244
+261
+0.5% +$7.31K
CCD
1793
Calamos Dynamic Convertible & Income Fund
CCD
$753M
$1.38M ﹤0.01%
65,709
-1,790
-3% -$37K
AMCR icon
1794
Amcor
AMCR
$21.3B
$1.38M ﹤0.01%
33,766
+13,332
+65% +$598K
IBHI icon
1795
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$499M
$1.38M ﹤0.01%
57,921
+3,139
+6% +$74.2K
FPEI icon
1796
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.95B
$1.38M ﹤0.01%
71,381
+30,115
+73% +$577K
ZBRA icon
1797
Zebra Technologies
ZBRA
$17.8B
$1.38M ﹤0.01%
4,641
+568
+14% +$181K
SPH icon
1798
Suburban Propane Partners
SPH
$1.19B
$1.38M ﹤0.01%
73,859
+15,012
+26% +$277K
TTAN
1799
ServiceTitan Inc
TTAN
$8.66B
$1.38M ﹤0.01%
13,659
+10,404
+320% +$1.14M
ASLV
1800
Allspring Special Large Value ETF
ASLV
$222M
$1.38M ﹤0.01%
49,966
-1,124
-2% -$30.3K
70 71
72
73 74

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HF
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RIM
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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.