Cambridge Investment Research Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AKRE
Akre Focus ETF
AKRE
|
+$69.4M |
| 2 |
BPRE
Bluerock Private Real Estate Fund
BPRE
|
+$67.6M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
+$67M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$44.7M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$42.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$85.8M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$72.3M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$34.4M |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$33.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$31.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.27% |
| 2 | Financials | 5.09% |
| 3 | Consumer Discretionary | 3.53% |
| 4 | Communication Services | 3.12% |
| 5 | Industrials | 2.89% |
Similar funds
Cambridge Investment Research Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Cambridge Investment Research Advisors held 4,005 positions worth $37.8B, up 3.9% from $36.4B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Cambridge Investment Research Advisors's Q4 2025 filing shows 290 new, 1,922 increased, 1,528 reduced and 192 closed positions. Its largest new stake was Akre Focus ETF: 1,072,509 shares worth $70.3M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $85.8M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.
- Cambridge Investment Research Advisors's largest Q4 2025 buy was Akre Focus ETF: 1,072,509 shares worth $70.3M.
- Cambridge Investment Research Advisors added most to Invesco Ultra Short Duration ETF in Q4 2025, an estimated $67M increase.
- Cambridge Investment Research Advisors's biggest Q4 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $85.8M.
- Cambridge Investment Research Advisors fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2025, selling an estimated $24.7M.
- Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $37.8B portfolio in Q4 2025.
- Cambridge Investment Research Advisors opened 290 new positions and closed 192 in Q4 2025.
- Cambridge Investment Research Advisors's portfolio value rose 3.9% quarter-over-quarter to $37.8B.
Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.