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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
NMAI icon
2376
Nuveen Multi-Asset Income Fund
NMAI
$497M
$683K ﹤0.01%
52,614
+23,381
+80% +$297K
EWX icon
2377
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$701M
$682K ﹤0.01%
10,137
+2,219
+28% +$144K
DAVA icon
2378
Endava
DAVA
$162M
$681K ﹤0.01%
74,880
+1,259
+2% +$15.7K
WCC
2379
WESCO International
WCC
$17.8B
$681K ﹤0.01%
3,221
+144
+5% +$30.2K
BUFT icon
2380
FT Vest Buffered Allocation Defensive ETF
BUFT
$159M
$680K ﹤0.01%
28,165
+299
+1% +$7.14K
NFGC
2381
New Found Gold
NFGC
$634M
$680K ﹤0.01%
285,778
+82,612
+41% +$145K
EH
2382
EHang Holdings
EH
$432M
$679K ﹤0.01%
36,574
+2,193
+6% +$38.4K
TXG icon
2383
10x Genomics
TXG
$7.52B
$678K ﹤0.01%
58,019
+47,081
+430% +$614K
EFT
2384
Eaton Vance Floating-Rate Income Trust
EFT
$288M
$677K ﹤0.01%
57,536
-2,309
-4% -$28.1K
PFLT icon
2385
PennantPark Floating Rate Capital
PFLT
$742M
$677K ﹤0.01%
76,173
-2,003
-3% -$20.5K
JSTC icon
2386
Adasina Social Justice All Cap Global ETF
JSTC
$307M
$675K ﹤0.01%
33,190
+1,475
+5% +$29.5K
WTAI icon
2387
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$695M
$675K ﹤0.01%
23,631
-19,123
-45% -$498K
BCI icon
2388
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.07B
$674K ﹤0.01%
31,283
-1,873
-6% -$39.3K
NANR icon
2389
State Street SPDR S&P North American Natural Resources ETF
NANR
$805M
$674K ﹤0.01%
10,440
-970
-9% -$58.4K
CR icon
2390
Crane Co
CR
$12.9B
$673K ﹤0.01%
3,653
+2,495
+215% +$471K
CVLC icon
2391
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$979M
$673K ﹤0.01%
8,223
+526
+7% +$41.7K
ISHG icon
2392
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$673K ﹤0.01%
8,836
+5,932
+204% +$450K
PFI icon
2393
Invesco Dorsey Wright Financial Momentum ETF
PFI
$60.4M
$673K ﹤0.01%
11,607
-24,398
-68% -$1.38M
SAM icon
2394
Boston Beer
SAM
$1.89B
$673K ﹤0.01%
+3,185
New +$678K
PCMM
2395
BondBloxx Private Credit CLO ETF
PCMM
$197M
$673K ﹤0.01%
13,318
+2,636
+25% +$133K
TBLD
2396
Thornburg Income Builder Opportunities Trust
TBLD
$722M
$672K ﹤0.01%
33,806
+2,890
+9% +$57.3K
ITT icon
2397
ITT
ITT
$19.4B
$671K ﹤0.01%
3,753
+413
+12% +$69.3K
FLNG icon
2398
FLEX LNG
FLNG
$1.6B
$668K ﹤0.01%
26,513
+2,134
+9% +$52.9K
NUMG icon
2399
Nuveen ESG Mid-Cap Growth ETF
NUMG
$376M
$668K ﹤0.01%
13,720
-124
-0.9% -$6.01K
PTBD icon
2400
Pacer Trendpilot US Bond ETF
PTBD
$86.4M
$668K ﹤0.01%
33,669
+13,324
+65% +$264K
94 95
96
97 98

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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.