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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
QQH icon
201
HCM Defender 100 Index ETF
QQH
$756M
$35.7M 0.1%
467,596
-93,153
-17% -$6.64M
UBER icon
202
Uber
UBER
$160B
$35.5M 0.1%
362,275
+42,709
+13% +$3.99M
VBR icon
203
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$35.1M 0.1%
168,115
-5,271
-3% -$1.08M
FNDF icon
204
Schwab Fundamental International Large Company Index ETF
FNDF
$25.6B
$34.9M 0.1%
813,170
+8,942
+1% +$372K
SPEM icon
205
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$34.8M 0.1%
743,429
+10,132
+1% +$450K
CRM icon
206
Salesforce
CRM
$162B
$34.6M 0.1%
146,119
+420
+0.3% +$106K
PTNQ icon
207
Pacer Trendpilot 100 ETF
PTNQ
$1.25B
$34.6M 0.1%
446,393
+23,769
+6% +$1.76M
GEV icon
208
GE Vernova
GEV
$269B
$34.5M 0.09%
56,161
+5,158
+10% +$3.12M
FV icon
209
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
$34.5M 0.09%
556,986
+30,126
+6% +$1.84M
XMLV icon
210
Invesco S&P MidCap Low Volatility ETF
XMLV
$740M
$34.5M 0.09%
542,239
+6,697
+1% +$420K
O icon
211
Realty Income
O
$58.6B
$34.4M 0.09%
565,906
+778
+0.1% +$45.3K
VDC icon
212
Vanguard Consumer Staples ETF
VDC
$7.92B
$34.3M 0.09%
160,625
-9,897
-6% -$2.17M
IQLT icon
213
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$34.3M 0.09%
776,177
-182,283
-19% -$7.86M
MRK icon
214
Merck
MRK
$322B
$34.1M 0.09%
406,370
-41,849
-9% -$3.45M
SCHB icon
215
Schwab US Broad Market ETF
SCHB
$44.7B
$33.8M 0.09%
1,312,732
-62,291
-5% -$1.54M
CGCB icon
216
Capital Group Core Bond ETF
CGCB
$5.77B
$33.5M 0.09%
1,260,731
+68,161
+6% +$1.8M
SDY icon
217
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$33.4M 0.09%
238,804
+12,552
+6% +$1.75M
MINT icon
218
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$33.3M 0.09%
331,110
-39,087
-11% -$3.93M
TLH icon
219
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$33.3M 0.09%
323,423
+14,185
+5% +$1.43M
MUB icon
220
iShares National Muni Bond ETF
MUB
$45.8B
$33.1M 0.09%
310,881
+1,383
+0.4% +$145K
LOW icon
221
Lowe's Companies
LOW
$124B
$33.1M 0.09%
131,614
+4,087
+3% +$1M
LQD icon
222
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$33.1M 0.09%
296,678
+95,125
+47% +$10.5M
USHY icon
223
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$32.7M 0.09%
865,186
+90,319
+12% +$3.38M
MSTR icon
224
Strategy Inc
MSTR
$37.8B
$32.4M 0.09%
100,554
+342
+0.3% +$127K
GARP
225
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
$32.2M 0.09%
490,501
+28,975
+6% +$1.81M
7 8
9
10 11

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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.