We are live on ! Find out more
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
ARIS
2401
Aris Mining
ARIS
$3.66B
$667K ﹤0.01%
68,090
+3,415
+5% +$27.2K
MNDY icon
2402
monday.com
MNDY
$3.99B
$667K ﹤0.01%
3,443
+190
+6% +$43.7K
OTTR icon
2403
Otter Tail
OTTR
$3.87B
$667K ﹤0.01%
8,142
– –
FFLC icon
2404
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.24B
$667K ﹤0.01%
12,819
+7,663
+149% +$387K
MMYT icon
2405
MakeMyTrip
MMYT
$5.67B
$665K ﹤0.01%
+7,109
New +$691K
SUI icon
2406
Sun Communities
SUI
$14.4B
$665K ﹤0.01%
5,155
+149
+3% +$18.8K
CRGY icon
2407
Crescent Energy
CRGY
$3.98B
$664K ﹤0.01%
74,396
+3,520
+5% +$32K
KD icon
2408
Kyndryl
KD
$2.85B
$664K ﹤0.01%
22,116
-1,510
-6% -$51.9K
OLED icon
2409
Universal Display
OLED
$4.23B
$664K ﹤0.01%
4,622
+132
+3% +$19.2K
SBS icon
2410
Sabesp
SBS
$17.9B
$664K ﹤0.01%
137,519
+113
+0.1% +$475
HMC icon
2411
Honda
HMC
$40.6B
$662K ﹤0.01%
21,509
+7,418
+53% +$242K
RYAAY icon
2412
Ryanair
RYAAY
$30.8B
$662K ﹤0.01%
11,001
+1,838
+20% +$112K
WTMF icon
2413
WisdomTree Managed Futures Strategy Fund
WTMF
$250M
$662K ﹤0.01%
17,478
+3,200
+22% +$117K
SAR icon
2414
Saratoga Investment
SAR
$312M
$661K ﹤0.01%
27,114
+10,790
+66% +$269K
SCHI icon
2415
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$661K ﹤0.01%
28,644
-2,612
-8% -$59.6K
SA
2416
Seabridge Gold
SA
$3.5B
$660K ﹤0.01%
27,313
+2,288
+9% +$39.6K
BBIN icon
2417
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.59B
$659K ﹤0.01%
9,393
-108,300
-92% -$7.43M
FWONK icon
2418
Liberty Media Series C
FWONK
$26B
$659K ﹤0.01%
6,305
+98
+2% +$9.94K
STM icon
2419
STMicroelectronics
STM
$48.1B
$659K ﹤0.01%
23,322
+2,817
+14% +$78.8K
DJT icon
2420
Trump Media & Technology Group
DJT
$2.31B
$659K ﹤0.01%
40,142
-2,472
-6% -$43.8K
HPI
2421
John Hancock Preferred Income Fund
HPI
$434M
$657K ﹤0.01%
37,849
+788
+2% +$12.8K
JLL icon
2422
Jones Lang LaSalle
JLL
$16.7B
$657K ﹤0.01%
2,201
+1,119
+103% +$320K
FLGB icon
2423
Franklin FTSE United Kingdom ETF
FLGB
$925M
$656K ﹤0.01%
20,309
+1,457
+8% +$45.8K
MHF
2424
Western Asset Municipal High Income Fund
MHF
$153M
$656K ﹤0.01%
90,781
+358
+0.4% +$2.51K
MTRN icon
2425
Materion
MTRN
$5.9B
$656K ﹤0.01%
+5,429
New +$570K
95 96
97
98 99

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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.