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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
ANET icon
176
Arista Networks
ANET
$250B
$38.8M 0.11%
266,242
-12,577
-5% -$1.62M
GS icon
177
Goldman Sachs
GS
$301B
$38.7M 0.11%
48,558
-4,243
-8% -$3.14M
FIXD icon
178
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
$38.5M 0.11%
865,894
+41,561
+5% +$1.83M
XMHQ icon
179
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
$38.4M 0.11%
366,283
-25,754
-7% -$2.65M
AXP icon
180
American Express
AXP
$230B
$38M 0.1%
114,507
+16,896
+17% +$5.37M
JEPQ icon
181
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$38M 0.1%
661,127
+32,726
+5% +$1.82M
CGMS icon
182
Capital Group US Multi-Sector Income ETF
CGMS
$5.41B
$38M 0.1%
1,367,695
+35,665
+3% +$988K
XLV icon
183
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$37.9M 0.1%
271,974
-13,207
-5% -$1.79M
FTGS icon
184
First Trust Growth Strength ETF
FTGS
$1.35B
$37.8M 0.1%
1,051,658
+93,480
+10% +$3.28M
PM icon
185
Philip Morris
PM
$290B
$37.8M 0.1%
232,810
+7,172
+3% +$1.21M
JIRE icon
186
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$37.1M 0.1%
503,863
+197,233
+64% +$14.1M
SPHY icon
187
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$37.1M 0.1%
1,547,754
+722,890
+88% +$17.2M
CEG icon
188
Constellation Energy
CEG
$98.6B
$37M 0.1%
112,335
+16,994
+18% +$5.48M
DGRW icon
189
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$36.7M 0.1%
412,870
+14,632
+4% +$1.27M
VEU icon
190
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$36.7M 0.1%
514,628
+792
+0.2% +$54.7K
CALF icon
191
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
$36.7M 0.1%
838,284
-192,678
-19% -$8.12M
DIS icon
192
Walt Disney
DIS
$179B
$36.6M 0.1%
319,616
+1,294
+0.4% +$152K
MBB icon
193
iShares MBS ETF
MBB
$39B
$36.5M 0.1%
383,424
-5,859
-2% -$550K
WFC icon
194
Wells Fargo
WFC
$264B
$36.5M 0.1%
434,928
+13,191
+3% +$1.07M
BENJ
195
Horizon Landmark ETF
BENJ
$333M
$36.4M 0.1%
709,563
+159,751
+29% +$8.16M
ET icon
196
Energy Transfer Partners
ET
$71.6B
$36.4M 0.1%
2,122,537
+16,848
+0.8% +$295K
IDEV icon
197
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$36.3M 0.1%
452,812
+22,026
+5% +$1.71M
PANW icon
198
Palo Alto Networks
PANW
$313B
$36.3M 0.1%
178,227
+26,553
+18% +$5.08M
EFAV icon
199
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
$36M 0.1%
424,957
+5,631
+1% +$475K
PWB icon
200
Invesco Large Cap Growth ETF
PWB
$2.39B
$35.9M 0.1%
285,941
+35,550
+14% +$4.26M
6 7
8
9 10

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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.