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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
SPBU
2426
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$184M
$655K ﹤0.01%
23,650
+2,552
+12% +$68.3K
MFEM icon
2427
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$151M
$654K ﹤0.01%
29,025
+2,144
+8% +$46.6K
TGLS icon
2428
Tecnoglass Holdings Inc.
TGLS
$1.86B
$654K ﹤0.01%
9,771
+1,409
+17% +$104K
WFRD icon
2429
Weatherford International
WFRD
$6.65B
$654K ﹤0.01%
9,560
+656
+7% +$39K
HBI
2430
DELISTED
Hanesbrands
HBI
$653K ﹤0.01%
99,145
-47,853
-33% -$264K
GLPI icon
2431
Gaming and Leisure Properties
GLPI
$12.5B
$651K ﹤0.01%
13,965
+158
+1% +$7.44K
USD icon
2432
ProShares Ultra Semiconductors
USD
$2.99B
$651K ﹤0.01%
13,152
-316
-2% -$13.7K
BETZ icon
2433
Roundhill Sports Betting & iGaming ETF
BETZ
$50M
$650K ﹤0.01%
27,218
+4,113
+18% +$100K
NTR icon
2434
Nutrien
NTR
$32.1B
$649K ﹤0.01%
11,048
-4,497
-29% -$262K
DRIV icon
2435
Global X Autonomous & Electric Vehicles ETF
DRIV
$394M
$647K ﹤0.01%
22,891
-1,542
-6% -$39.4K
AIVL icon
2436
WisdomTree US AI Enhanced Value Fund
AIVL
$438M
$645K ﹤0.01%
5,648
+936
+20% +$106K
IVZ icon
2437
Invesco
IVZ
$13.9B
$645K ﹤0.01%
28,105
+1,288
+5% +$26.7K
CF icon
2438
CF Industries
CF
$18.2B
$644K ﹤0.01%
7,178
-741
-9% -$66.1K
DOCS icon
2439
Doximity
DOCS
$4.74B
$644K ﹤0.01%
+8,809
New +$574K
LSAF icon
2440
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$126M
$644K ﹤0.01%
14,401
+132
+0.9% +$5.75K
APIE icon
2441
ActivePassive International Equity ETF
APIE
$1.16B
$642K ﹤0.01%
18,083
-1,011
-5% -$34.4K
CPNG icon
2442
Coupang
CPNG
$29.3B
$640K ﹤0.01%
19,882
-849
-4% -$25.7K
IT icon
2443
Gartner
IT
$11.3B
$639K ﹤0.01%
2,430
+212
+10% +$61.8K
NFJ
2444
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.45B
$638K ﹤0.01%
49,034
+1,064
+2% +$13.6K
BOH icon
2445
Bank of Hawaii
BOH
$3.13B
$636K ﹤0.01%
9,683
-345
-3% -$23K
LVDS
2446
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$113M
$636K ﹤0.01%
+12,323
New +$625K
MTA
2447
Metalla Royalty & Streaming
MTA
$854M
$633K ﹤0.01%
99,653
+4,840
+5% +$22.9K
MMIN icon
2448
IQ MacKay Municipal Insured ETF
MMIN
$479M
$632K ﹤0.01%
26,548
+5,820
+28% +$135K
NURE icon
2449
Nuveen Short-Term REIT ETF
NURE
$35.3M
$632K ﹤0.01%
21,963
-1,695
-7% -$49.8K
PUSH
2450
PGIM Ultra Short Municipal Bond ETF
PUSH
$115M
$632K ﹤0.01%
12,510
+4,433
+55% +$224K
96 97
98
99 100

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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.