Cambridge Investment Research Advisors, Inc.

RIA/Wealth

Cambridge Investment Research Advisors, Inc. is a RIA/Wealth based in Fairfield, IA led by Amy Lynn Webber, reporting $102.41B in AUM as of Q3 2025 with 62% ETF concentration.

CEOAmy Lynn Webber

Portfolio Value: $33.5B
Positions: 2,990
Top Holding: VOO at 3.57%
Last Reported: Q3 2025

Address1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757, United States

Top Holdings

Largest long holdings in Cambridge Investment Research Advisors, Inc.'s portfolio (22.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$1.2B	3.57%	+$70.4M Bought	— 2.0M shares	Q3 2015 Held for 10y 2m
2 Apple AAPL	Consumer Electronics Technology	$1.1B	3.34%	+$20.7M Bought	0.03% 4.4M shares	Q2 2017 Held for 8y 5m
3 Nvidia NVDA	Semiconductors Technology	$1.0B	3.08%	-$69.8K Sold	0.02% 5.5M shares	Q3 2015 Held for 10y 2m
4 Invesco QQQ Trust QQQ	ETF ETF	$804.5M	2.40%	+$10.8M Bought	— 1.3M shares	≤ Q2 2013 Held for 12y 5m+
5 Vanguard Total Stock Market VTI	ETF ETF	$691.4M	2.06%	+$21.8M Bought	— 2.1M shares	≤ Q2 2013 Held for 12y 5m+
6 iShares Core S&P 500 ETF IVV	ETF ETF	$674.6M	2.01%	+$7.2M Bought	— 1.0M shares	≤ Q2 2013 Held for 12y 5m+
7 Microsoft MSFT	Software - Infrastructure Technology	$629.9M	1.88%	+$18.8M Bought	0.02% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$526.2M	1.57%	+$9.3M Bought	0.02% 2.4M shares	Q2 2017 Held for 8y 5m
9 Vanguard Total International Stock VXUS	ETF ETF	$468.8M	1.40%	-$2.1M Sold	— 6.4M shares	≤ Q2 2013 Held for 12y 5m+
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$440.9M	1.32%	-$12.3M Sold	— 661.9K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cambridge Investment Research Advisors, Inc.'s latest filing

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Market Value

$33.5B

Prior: $30.4B

Q/Q Change

+10.27%

+$3.1B

Net Flows % of MV

+2.71%

Turnover Ratio

4.13%

New Purchases

117 stocks

$39.5M

Added To

1,666 stocks

+$1.8B

Sold Out Of

187 stocks

$94.0M

Reduced Holdings

1,046 stocks

-$810.8M

Increased Positions

Position	Shares Δ	Change
1 LRGG Macquarie Focused Large Growth LRGG	New	0 → 152.6K +$4.6M
2 MSC Income Fund, Inc. MSIF	New	0 → 126.9K +$1.7M
3 Karman Holdings Inc. KRMN	New	0 → 18.6K +$1.3M
4 GPIX Goldman Sachs S&P 500 Core Premium Income GPIX	New	0 → 23.0K +$1.2M
5 ABTC Gryphon Digital Mining, Inc. ABTC	New	0 → 176.9K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	79.5K → 0 −$13.7M
2 IVVB iShares Large Cap Deep Buffer ETF IVVB	Sold	271.8K → 0 −$8.4M
3 Hartford Schroders Tax-Aware Bond HTAB	Sold	156.8K → 0 −$2.9M
4 Ansys ANSS	Sold	7.9K → 0 −$2.8M
5 Primo Brands PRMB	Sold	91.8K → 0 −$2.7M

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Analytics

Portfolio insights and performance metrics for Cambridge Investment Research Advisors, Inc.

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Sector Allocation

ETF

62.20%

Technology

13.40%

Financial Services

5.20%

Consumer Cyclical

3.90%

Communication Services

3.20%

Industrials

3.00%

Healthcare

2.70%

Consumer Defensive

2.20%

Energy

1.50%

Utilities

1.20%

Real Estate

0.70%

Basic Materials

0.70%

Market Cap Distribution

Mega Cap (> $200B)

23.29%

Large Cap ($10B - $200B)

12.42%

Mid Cap ($2B - $10B)

1.53%

Small Cap ($300M - $2B)

0.43%

Micro Cap ($50M - $300M)

0.06%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

62.16%

Portfolio Concentration

Top 10 Holdings %

22.64%

Top 20 Holdings %

30.11%

Top 50 Holdings %

43.14%

Top 100 Holdings %

55.26%