Cambridge Investment Research Advisors, Inc. logo

Cambridge Investment Research Advisors, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Cambridge Investment Research Advisors, Inc. with $33.5B in long positions as of Q3 2025, 62% allocated to ETF, and 23% concentrated in top 10 positions.

Portfolio Value
$33.5B
Top 10 Concentration
23%
Top Sector
ETF (62%)
US Exposure
99%
Market Cap Focus
N/A
Countries
25

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 62.20%ETFTechnology: 13.40%TechnologyFinancial 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%
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%

Industry Breakdown

137 industries across all sectors

ETF: 62.16%ETFSemiconductors: 4.59%Software - Infrastructure: 3.42%Consumer Electronics: 3.34%Internet Content & Information: 2.21%Specialty Retail: 1.85%Drug Manufacturers - General: 1.46%130 more: 20.87%130 more
ETF
ETF
62.16%
Semiconductors
Technology
4.59%
Software - Infrastructure
Technology
3.42%
Consumer Electronics
Technology
3.34%
Internet Content & Information
Communication Services
2.21%
Specialty Retail
Consumer Cyclical
1.85%
Drug Manufacturers - General
Healthcare
1.46%
Insurance - Diversified
Financial Services
1.33%
Banks - Diversified
Financial Services
0.94%
Aerospace & Defense
Industrials
0.88%
Financial - Credit Services
Financial Services
0.87%
Discount Stores
Consumer Defensive
0.83%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 23.29%Mega Cap (> $200B)Large Cap ($10B - $200B): 12.42%Large Cap ($10B - $200B)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%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.84%
International
1.16%
Countries
25
Largest Int'l Market
Canada - 0.53%
United States of America
98.84% ($33.1B)
2,797 holdings
Canada
0.53% ($177.6M)
95 holdings
Ireland
0.27% ($91.7M)
17 holdings
Switzerland
0.12% ($39.8M)
12 holdings
United Kingdom
0.05% ($18.2M)
14 holdings
Bermuda
0.04% ($12.1M)
13 holdings
Israel
0.04% ($11.7M)
15 holdings
Uruguay
0.03% ($10.8M)
1 holdings
Luxembourg
0.02% ($7.9M)
2 holdings
Australia
0.01% ($3.6M)
2 holdings
Netherlands
0.01% ($3.2M)
3 holdings
Singapore
0.01% ($2.9M)
4 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
44 quarters
Avg. Top 20
40.8 quarters
Avg. All Positions
21.8 quarters
Median Holding Period
18 quarters
Persistence Rate
82.37%
Persistent Holdings Weight
98.74%
Persistent Positions
2,463
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 49 quarters

Position Sizing & Influence

No data available

Portfolio Turnover

Current Quarter

Turnover Ratio
4.1%
Value Traded
$1.37B
Positions Added
117
Positions Exited
187

Historical (Since Q2 2013)

Avg. Turnover Ratio
9.4%
Avg. Positions Added
140
Avg. Positions Exited
142
Highest Turnover
27.8%
Q2 2021
Lowest Turnover
4.1%
Q3 2025

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