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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $43.3B
1-Year Est. Return 29.3%
This Fund
S&P 500
This Quarter Est. Return
+17.09%
1 Year Est. Return
+29.3%
3 Year Est. Return
+83.12%
5 Year Est. Return
+90.93%
10 Year Est. Return
+282.52%
AUM
$43.3B
AUM Growth
+$4.47B
Cap. Flow
-$120M
Cap. Flow %
-0.28%
Top 10 Hldgs %
19.72%
Holding
4,210
New
286
Increased
1,913
Reduced
1,499
Closed
436

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$126M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.7M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$69.1M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$63.9M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$51.4M

Top Sells

Rank Stock Value
1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$111M
2
NFLX icon
Netflix
NFLX
+$80.4M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$73.5M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$67.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$63.2M

Sector Composition

Rank Sector Weight
1 Technology 13.13%
2 Financials 4.34%
3 Industrials 3.63%
4 Consumer Discretionary 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXSL icon
1151
Blackstone Secured Lending
BXSL
$5.43B
$3.7M 0.01%
155,912
+6,172
+4% +$147K
BUYW icon
1152
Main BuyWrite ETF
BUYW
$1.28B
$3.69M 0.01%
255,482
+73,356
+40% +$1.06M
GVA icon
1153
Granite Construction
GVA
$5.31B
$3.69M 0.01%
23,333
+12,217
+110% +$1.66M
LNC icon
1154
Lincoln National
LNC
$8.19B
$3.68M 0.01%
104,209
+5,479
+6% +$197K
HIMU
1155
iShares High Yield Muni Active ETF
HIMU
$2.39B
$3.66M 0.01%
73,478
+37,313
+103% +$1.82M
ESUM
1156
Eventide US Market ETF
ESUM
$183M
$3.65M 0.01%
118,985
+6,104
+5% +$176K
ACWV icon
1157
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$3.63M 0.01%
30,236
+1,376
+5% +$166K
WSM icon
1158
Williams-Sonoma
WSM
$27.8B
$3.62M 0.01%
15,519
+181
+1% +$35.9K
TAXF icon
1159
American Century Diversified Municipal Bond ETF
TAXF
$684M
$3.61M 0.01%
70,928
-136
-0.2% -$6.86K
CRF
1160
Cornerstone Total Return Fund
CRF
$1.14B
$3.6M 0.01%
501,790
+46,127
+10% +$332K
FENY icon
1161
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$3.6M 0.01%
121,783
-2,728
-2% -$86.9K
FNCL icon
1162
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$3.6M 0.01%
47,022
-2,784
-6% -$206K
IYY icon
1163
iShares Dow Jones US ETF
IYY
$2.94B
$3.6M 0.01%
19,746
-4,727
-19% -$834K
YEAR icon
1164
AB Ultra Short Income ETF
YEAR
$1.51B
$3.6M 0.01%
71,418
-337
-0.5% -$17K
EWY icon
1165
iShares MSCI South Korea ETF
EWY
$21.1B
$3.59M 0.01%
17,794
+6,082
+52% +$1.07M
NUDV icon
1166
Nuveen ESG Dividend ETF
NUDV
$51.1M
$3.59M 0.01%
110,295
+5,062
+5% +$163K
SJNK icon
1167
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$3.58M 0.01%
143,075
+6,206
+5% +$155K
MKL icon
1168
Markel Group
MKL
$25.5B
$3.58M 0.01%
1,833
-7
-0.4% -$13.1K
ARTY
1169
iShares Future AI & Tech ETF
ARTY
$3.35B
$3.56M 0.01%
46,811
+15,615
+50% +$1.03M
IBTM icon
1170
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$555M
$3.55M 0.01%
156,395
+30,528
+24% +$694K
AVLV icon
1171
Avantis US Large Cap Value ETF
AVLV
$18B
$3.5M 0.01%
38,429
+1,856
+5% +$163K
SDIV icon
1172
Global X SuperDividend ETF
SDIV
$1.22B
$3.5M 0.01%
143,216
+2,147
+2% +$54.3K
JULW icon
1173
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$247M
$3.5M 0.01%
85,713
+4,503
+6% +$181K
JETS icon
1174
US Global Jets ETF
JETS
$790M
$3.5M 0.01%
105,279
+23,295
+28% +$645K
MFSB
1175
MFS Active Core Plus Bond ETF
MFSB
$525M
$3.5M 0.01%
140,278
-105,089
-43% -$2.63M
45 46
47
48 49

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Cambridge Investment Research Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cambridge Investment Research Advisors held 4,210 positions worth $43.3B, up 12% from $38.8B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Cambridge Investment Research Advisors's Q2 2026 filing shows 286 new, 1,913 increased, 1,499 reduced and 436 closed positions. Its largest new stake was SpaceX: 259,405 shares worth $44.3M. The largest sale was FT Vest Fund of Buffer ETFs, an estimated $111M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

  • Cambridge Investment Research Advisors's largest Q2 2026 buy was SpaceX: 259,405 shares worth $44.3M.
  • Cambridge Investment Research Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $126M increase.
  • Cambridge Investment Research Advisors's biggest Q2 2026 reduction was JPMorgan Ultra-Short Income ETF, cutting an estimated $73.5M.
  • Cambridge Investment Research Advisors fully exited FT Vest Fund of Buffer ETFs in Q2 2026, selling an estimated $111M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 20% of its $43.3B portfolio in Q2 2026.
  • Cambridge Investment Research Advisors opened 286 new positions and closed 436 in Q2 2026.
  • Cambridge Investment Research Advisors's portfolio value rose 12% quarter-over-quarter to $43.3B.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.