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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
-1.61%
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
$29.6B
AUM Growth
-$295M
Cap. Flow
+$533M
Cap. Flow %
1.8%
Top 10 Hldgs %
19.94%
Holding
3,681
New
221
Increased
1,693
Reduced
1,498
Closed
186

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$39.2M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$31.3M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$28.4M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.8M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$19.7M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$53.2M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$41.8M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$39.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$25.5M

Sector Composition

Rank Sector Weight
1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSWC icon
2126
Capital Southwest
CSWC
$1.59B
$725K ﹤0.01%
32,481
-826
-2% -$18.7K
DAPR icon
2127
FT Vest US Equity Deep Buffer ETF April
DAPR
$316M
$725K ﹤0.01%
19,474
-1,236
-6% -$46.3K
BSJQ icon
2128
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$867M
$724K ﹤0.01%
31,229
+11,190
+56% +$262K
SPXN icon
2129
ProShares S&P 500 ex-Financials ETF
SPXN
$80.7M
$724K ﹤0.01%
12,233
+240
+2% +$15.1K
PSL icon
2130
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.3M
$723K ﹤0.01%
6,668
+756
+13% +$82K
VMI icon
2131
Valmont Industries
VMI
$9.58B
$723K ﹤0.01%
2,534
-121
-5% -$39.5K
AA icon
2132
Alcoa
AA
$13.2B
$722K ﹤0.01%
23,671
+4,157
+21% +$146K
ACM icon
2133
Aecom
ACM
$8.15B
$722K ﹤0.01%
7,790
+286
+4% +$29K
BWXT icon
2134
BWX Technologies
BWXT
$15.8B
$721K ﹤0.01%
7,309
-832
-10% -$90.3K
CRPT icon
2135
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$82.5M
$721K ﹤0.01%
58,961
+4,734
+9% +$77.1K
SCHI icon
2136
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$721K ﹤0.01%
32,081
+1,918
+6% +$42.6K
WMS icon
2137
Advanced Drainage Systems
WMS
$11.3B
$721K ﹤0.01%
6,633
-1,062
-14% -$124K
PSP icon
2138
Invesco Global Listed Private Equity ETF
PSP
$251M
$720K ﹤0.01%
11,243
-9,179
-45% -$625K
IR icon
2139
Ingersoll Rand
IR
$32.5B
$719K ﹤0.01%
8,989
-8,512
-49% -$742K
DRIV icon
2140
Global X Autonomous & Electric Vehicles ETF
DRIV
$398M
$718K ﹤0.01%
33,943
-23,540
-41% -$543K
VKTX icon
2141
Viking Therapeutics
VKTX
$3.85B
$718K ﹤0.01%
29,721
+16,302
+121% +$515K
OSEA icon
2142
Harbor International Compounders ETF
OSEA
$492M
$717K ﹤0.01%
27,039
+15,437
+133% +$414K
CLOA icon
2143
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.26B
$716K ﹤0.01%
13,829
+6,954
+101% +$360K
OSK icon
2144
Oshkosh
OSK
$9.46B
$713K ﹤0.01%
7,577
+1,146
+18% +$115K
PIZ icon
2145
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$745M
$712K ﹤0.01%
18,705
+368
+2% +$14.2K
PRFZ icon
2146
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.91B
$712K ﹤0.01%
18,814
+6,817
+57% +$280K
LAD icon
2147
Lithia Motors
LAD
$8.28B
$711K ﹤0.01%
2,421
+35
+1% +$11.9K
GEF icon
2148
Greif
GEF
$4.97B
$710K ﹤0.01%
12,917
-24
-0.2% -$1.41K
BNS icon
2149
Scotiabank
BNS
$111B
$709K ﹤0.01%
14,938
+466
+3% +$23.4K
UPWK icon
2150
Upwork
UPWK
$1.07B
$709K ﹤0.01%
54,365
+34,534
+174% +$526K
84 85
86
87 88

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Cambridge Investment Research Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Cambridge Investment Research Advisors held 3,681 positions worth $29.6B, down 0.99% from $29.9B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q1 2025 filing shows 221 new, 1,693 increased, 1,498 reduced and 186 closed positions. Its largest new stake was Hartford Large Cap Growth ETF: 374,858 shares worth $7.82M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $53.2M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Cambridge Investment Research Advisors's largest Q1 2025 buy was Hartford Large Cap Growth ETF: 374,858 shares worth $7.82M.
  • Cambridge Investment Research Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $39.2M increase.
  • Cambridge Investment Research Advisors's biggest Q1 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $53.2M.
  • Cambridge Investment Research Advisors fully exited JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2025, selling an estimated $5.47M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $29.6B portfolio in Q1 2025.
  • Cambridge Investment Research Advisors opened 221 new positions and closed 186 in Q1 2025.
  • Cambridge Investment Research Advisors's portfolio value fell 0.99% quarter-over-quarter to $29.6B.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.