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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
XCEM icon
1851
Columbia EM Core ex-China ETF
XCEM
$2.05B
$1.29M ﹤0.01%
35,593
+25,689
+259% +$897K
CFO icon
1852
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$430M
$1.29M ﹤0.01%
17,472
-134
-0.8% -$9.73K
DWM icon
1853
WisdomTree International Equity Fund
DWM
$695M
$1.29M ﹤0.01%
19,451
+705
+4% +$45.9K
DTCR icon
1854
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.22B
$1.29M ﹤0.01%
62,878
+15,644
+33% +$300K
KIM icon
1855
Kimco Realty
KIM
$16.4B
$1.29M ﹤0.01%
58,903
+18,191
+45% +$395K
FDS icon
1856
Factset
FDS
$10.1B
$1.29M ﹤0.01%
4,487
+847
+23% +$324K
RIOT icon
1857
Riot Platforms
RIOT
$6.93B
$1.28M ﹤0.01%
67,510
+23,071
+52% +$320K
HYMB icon
1858
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
$1.28M ﹤0.01%
51,478
+17,583
+52% +$430K
AIG icon
1859
American International
AIG
$40.1B
$1.28M ﹤0.01%
16,326
+41
+0.3% +$3.28K
SQEW
1860
DELISTED
LeaderShares Equity Skew ETF
SQEW
$1.28M ﹤0.01%
35,605
+1,136
+3% +$39.2K
ARTY
1861
iShares Future AI & Tech ETF
ARTY
$4.03B
$1.28M ﹤0.01%
27,876
+1,950
+8% +$83.8K
XPND icon
1862
First Trust Expanded Technology ETF
XPND
$40.5M
$1.27M ﹤0.01%
35,128
+258
+0.7% +$8.88K
EMN icon
1863
Eastman Chemical
EMN
$8.47B
$1.27M ﹤0.01%
20,166
+1,622
+9% +$113K
QMFE
1864
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$49.3M
$1.27M ﹤0.01%
58,497
+1,421
+2% +$30.1K
FINX icon
1865
Global X FinTech ETF
FINX
$170M
$1.27M ﹤0.01%
37,775
-4,469
-11% -$152K
EVTR icon
1866
Eaton Vance Total Return Bond ETF
EVTR
$5.73B
$1.27M ﹤0.01%
24,600
+5,530
+29% +$283K
AHLT icon
1867
American Beacon AHL Trend ETF
AHLT
$149M
$1.26M ﹤0.01%
51,913
-639
-1% -$14.5K
STT icon
1868
State Street
STT
$52.5B
$1.26M ﹤0.01%
10,870
+1,749
+19% +$195K
TPL icon
1869
Texas Pacific Land
TPL
$24.5B
$1.26M ﹤0.01%
4,050
-933
-19% -$294K
WAB icon
1870
Wabtec
WAB
$50.7B
$1.26M ﹤0.01%
6,281
-663
-10% -$131K
BUYW icon
1871
Main BuyWrite ETF
BUYW
$1.32B
$1.26M ﹤0.01%
88,534
+40,011
+82% +$567K
NTAP icon
1872
NetApp
NTAP
$40.1B
$1.25M ﹤0.01%
10,591
-56
-0.5% -$6.26K
FTSD icon
1873
Franklin Short Duration US Government ETF
FTSD
$309M
$1.25M ﹤0.01%
13,767
+2,291
+20% +$208K
IVLU icon
1874
iShares MSCI Intl Value Factor ETF
IVLU
$4.56B
$1.25M ﹤0.01%
35,304
+6,981
+25% +$240K
ACTV
1875
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$1.25M ﹤0.01%
37,006
+592
+2% +$19.4K
73 74
75
76 77

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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.