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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
-0.47%
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
$38.8B
AUM Growth
+$957M
Cap. Flow
+$1.75B
Cap. Flow %
4.52%
Top 10 Hldgs %
18.92%
Holding
4,122
New
310
Increased
2,005
Reduced
1,517
Closed
198

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$87.2M
3
CMCT
Creative Media & Community Trust
CMCT
+$51.6M
4
HECA
Hedgeye Capital Allocation ETF
HECA
+$43.6M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$37.1M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$35.4M
2
OEF icon
iShares S&P 100 ETF
OEF
+$31.2M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$29.4M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$25.4M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$24.5M

Sector Composition

Rank Sector Weight
1 Technology 11.12%
2 Financials 4.47%
3 Industrials 3.2%
4 Consumer Discretionary 3.13%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOM icon
876
iShares Core Moderate Allocation ETF
AOM
$1.78B
$5.92M 0.02%
125,066
+6,564
+6% +$317K
CRDO icon
877
Credo Technology Group
CRDO
$49.6B
$5.89M 0.02%
62,706
+23,038
+58% +$2.8M
CWI icon
878
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.88B
$5.88M 0.02%
160,716
-22,079
-12% -$832K
IHI icon
879
iShares US Medical Devices ETF
IHI
$3.48B
$5.87M 0.02%
110,088
-30,099
-21% -$1.77M
FTRI icon
880
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$129M
$5.86M 0.02%
328,026
+85,452
+35% +$1.51M
RDDT icon
881
Reddit
RDDT
$30.4B
$5.85M 0.02%
43,465
+14,862
+52% +$2.53M
FANG icon
882
Diamondback Energy
FANG
$55.8B
$5.81M 0.02%
29,376
+5,933
+25% +$1.01M
BUFZ icon
883
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.03B
$5.81M 0.02%
221,048
+13,451
+6% +$357K
RWJ icon
884
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
$5.81M 0.02%
115,033
-4,497
-4% -$232K
SPYD icon
885
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.79B
$5.8M 0.02%
127,459
-5,365
-4% -$247K
EXPE icon
886
Expedia Group
EXPE
$39.4B
$5.78M 0.01%
25,029
+10,014
+67% +$2.46M
IUS icon
887
Invesco RAFI Strategic US ETF
IUS
$958M
$5.77M 0.01%
99,662
+3,547
+4% +$210K
PEG icon
888
Public Service Enterprise Group
PEG
$37.8B
$5.76M 0.01%
71,114
+578
+0.8% +$47.4K
DG icon
889
Dollar General
DG
$26.9B
$5.74M 0.01%
48,350
-2,662
-5% -$380K
GM icon
890
General Motors
GM
$75.8B
$5.72M 0.01%
76,819
-15,873
-17% -$1.26M
BBHY icon
891
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$619M
$5.72M 0.01%
124,839
-47,147
-27% -$2.19M
NXP icon
892
Nuveen Select Tax-Free Income Portfolio
NXP
$905M
$5.69M 0.01%
396,781
-26,704
-6% -$382K
PSFF icon
893
Pacer Swan SOS Fund of Funds ETF
PSFF
$599M
$5.68M 0.01%
177,398
-10,722
-6% -$347K
OKLO
894
Oklo
OKLO
$8.65B
$5.68M 0.01%
114,485
+30,527
+36% +$2.19M
BBLU icon
895
EA Bridgeway Blue Chip ETF
BBLU
$463M
$5.67M 0.01%
383,789
+22,095
+6% +$335K
TAN icon
896
Invesco Solar ETF
TAN
$1.38B
$5.65M 0.01%
101,473
+69,955
+222% +$3.87M
FMF icon
897
First Trust Managed Futures Strategy Fund
FMF
$258M
$5.63M 0.01%
111,290
+5,468
+5% +$270K
IQV icon
898
IQVIA
IQV
$39.8B
$5.63M 0.01%
33,015
+716
+2% +$140K
HBAN icon
899
Huntington Bancshares
HBAN
$35.9B
$5.62M 0.01%
359,010
+4,914
+1% +$83.9K
IGLD icon
900
FT Vest Gold Strategy Target Income ETF
IGLD
$541M
$5.62M 0.01%
220,099
+50,527
+30% +$1.36M
34 35
36
37 38

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Cambridge Investment Research Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Cambridge Investment Research Advisors held 4,122 positions worth $38.8B, up 2.5% from $37.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Cambridge Investment Research Advisors deployed $1.75B of net new capital in Q1 2026, opening 310 new positions and adding to 2,005 existing holdings. Its largest new stake was Hedgeye Capital Allocation ETF: 1,477,836 shares worth $42.7M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $35.4M trimmed.

  • Cambridge Investment Research Advisors's largest Q1 2026 buy was Hedgeye Capital Allocation ETF: 1,477,836 shares worth $42.7M.
  • Cambridge Investment Research Advisors added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $140M increase.
  • Cambridge Investment Research Advisors's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $35.4M.
  • Cambridge Investment Research Advisors fully exited Nuveen S&P 500 Buy-Write Income Fund in Q1 2026, selling an estimated $7.82M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 19% of its $38.8B portfolio in Q1 2026.
  • Cambridge Investment Research Advisors opened 310 new positions and closed 198 in Q1 2026.
  • Cambridge Investment Research Advisors's portfolio value rose 2.5% quarter-over-quarter to $38.8B.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.