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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
IDEF
1951
iShares Defense Industrials Active ETF
IDEF
$4.7B
$1.14M ﹤0.01%
+35,813
New +$1.05M
INCO icon
1952
Columbia India Consumer ETF
INCO
$237M
$1.14M ﹤0.01%
17,591
-4,715
-21% -$306K
NXE icon
1953
NexGen Energy
NXE
$7.01B
$1.14M ﹤0.01%
127,013
+103,453
+439% +$763K
XPO icon
1954
XPO
XPO
$24.9B
$1.14M ﹤0.01%
8,796
-427
-5% -$55.4K
PNW icon
1955
Pinnacle West Capital
PNW
$12.3B
$1.14M ﹤0.01%
12,668
+728
+6% +$65.5K
SUSL icon
1956
iShares ESG MSCI USA Leaders ETF
SUSL
$1.22B
$1.14M ﹤0.01%
9,707
-11
-0.1% -$1.24K
LQDI icon
1957
iShares Inflation Hedged Corporate Bond ETF
LQDI
$69.7M
$1.14M ﹤0.01%
42,191
+4,668
+12% +$124K
ICF icon
1958
iShares Select U.S. REIT ETF
ICF
$2.12B
$1.13M ﹤0.01%
18,407
-6,439
-26% -$394K
IBUF
1959
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$114M
$1.13M ﹤0.01%
+39,799
New +$1.12M
IYT icon
1960
iShares US Transportation ETF
IYT
$2.29B
$1.13M ﹤0.01%
15,768
-2,591
-14% -$183K
TPSC icon
1961
Timothy Plan US Small Cap Core ETF
TPSC
$389M
$1.13M ﹤0.01%
27,203
-35,289
-56% -$1.43M
USO icon
1962
United States Oil Fund
USO
$1.77B
$1.13M ﹤0.01%
15,327
-2,240
-13% -$168K
CATH icon
1963
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$1.13M ﹤0.01%
13,924
+573
+4% +$44.8K
IPAY icon
1964
Amplify Mobile Payments ETF
IPAY
$187M
$1.13M ﹤0.01%
19,777
+342
+2% +$20.2K
ATI icon
1965
ATI
ATI
$30.6B
$1.13M ﹤0.01%
13,847
+4,954
+56% +$401K
EVN
1966
Eaton Vance Municipal Income Trust
EVN
$435M
$1.13M ﹤0.01%
101,689
+19,675
+24% +$209K
XSLV icon
1967
Invesco S&P SmallCap Low Volatility ETF
XSLV
$251M
$1.12M ﹤0.01%
24,250
+12,377
+104% +$575K
CLH icon
1968
Clean Harbors
CLH
$16.9B
$1.12M ﹤0.01%
4,833
-152
-3% -$36K
RSSB icon
1969
Return Stacked Global Stocks & Bonds ETF
RSSB
$530M
$1.12M ﹤0.01%
39,779
-1,741
-4% -$47K
CIFR icon
1970
Cipher Digital
CIFR
$6.81B
$1.12M ﹤0.01%
88,947
+1,735
+2% +$13.1K
SMP icon
1971
Standard Motor Products
SMP
$864M
$1.12M ﹤0.01%
27,443
-4,507
-14% -$165K
LSAT icon
1972
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$65.9M
$1.12M ﹤0.01%
27,059
+597
+2% +$24.4K
FIGB icon
1973
Fidelity Investment Grade Bond ETF
FIGB
$647M
$1.11M ﹤0.01%
25,606
+1,993
+8% +$86.1K
WTS icon
1974
Watts Water Technologies
WTS
$12.7B
$1.11M ﹤0.01%
3,985
+2,500
+168% +$670K
PEJ icon
1975
Invesco Leisure and Entertainment ETF
PEJ
$315M
$1.11M ﹤0.01%
18,341
+828
+5% +$48.9K
77 78
79
80 81

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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.