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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
REET icon
1426
iShares Global REIT ETF
REET
$5.08B
$2.52M 0.01%
100,134
+5,359
+6% +$139K
PCAR icon
1427
PACCAR
PCAR
$68.8B
$2.52M 0.01%
21,792
-1,330
-6% -$161K
ZECP icon
1428
Zacks Earnings Consistent Portfolio ETF
ZECP
$370M
$2.52M 0.01%
74,365
+6,457
+10% +$227K
DFGP icon
1429
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.47B
$2.52M 0.01%
46,586
+13,017
+39% +$708K
TD icon
1430
Toronto Dominion Bank
TD
$203B
$2.51M 0.01%
26,890
-727
-3% -$69.1K
XYZ
1431
Block Inc
XYZ
$49.9B
$2.51M 0.01%
41,666
-36,418
-47% -$2.21M
SMR icon
1432
NuScale Power
SMR
$4.04B
$2.5M 0.01%
230,807
+33,047
+17% +$503K
DGCB icon
1433
Dimensional Global Credit ETF
DGCB
$1.09B
$2.5M 0.01%
46,181
+33,401
+261% +$1.82M
APLD icon
1434
Applied Digital
APLD
$8.81B
$2.49M 0.01%
105,071
+9,371
+10% +$293K
BUFB icon
1435
Innovator Laddered Allocation Buffer ETF
BUFB
$331M
$2.49M 0.01%
69,459
-2,153
-3% -$79K
VWOB icon
1436
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$2.49M 0.01%
37,957
-15,012
-28% -$1.01M
PSCT icon
1437
Invesco S&P SmallCap Information Technology ETF
PSCT
$518M
$2.49M 0.01%
41,467
+29,763
+254% +$1.82M
MRSH
1438
Marsh
MRSH
$90B
$2.49M 0.01%
14,355
+2,468
+21% +$444K
ARKF icon
1439
ARK Blockchain & Fintech Innovation ETF
ARKF
$782M
$2.49M 0.01%
65,436
-1,558
-2% -$65.5K
PXF icon
1440
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.98B
$2.48M 0.01%
+35,527
New +$2.51M
EMN icon
1441
Eastman Chemical
EMN
$8.43B
$2.48M 0.01%
32,484
+9,277
+40% +$669K
IBHH icon
1442
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
$2.48M 0.01%
105,558
+16,113
+18% +$381K
MZTI
1443
The Marzetti Company
MZTI
$3.22B
$2.48M 0.01%
+17,892
New +$2.85M
AFIF icon
1444
Anfield Universal Fixed Income ETF
AFIF
$228M
$2.46M 0.01%
264,557
+75,445
+40% +$711K
IBTI icon
1445
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$2.46M 0.01%
110,381
+62,785
+132% +$1.4M
FDLO icon
1446
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
$2.46M 0.01%
38,064
-1,354
-3% -$90.9K
DTH icon
1447
WisdomTree International High Dividend Fund
DTH
$661M
$2.45M 0.01%
45,365
+1,774
+4% +$96.3K
LIT icon
1448
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$2.45M 0.01%
32,960
+495
+2% +$35.4K
QDF icon
1449
FlexShares Quality Dividend Index Fund
QDF
$2.29B
$2.44M 0.01%
30,878
+721
+2% +$58.9K
IEO icon
1450
iShares US Oil & Gas Exploration & Production ETF
IEO
$589M
$2.44M 0.01%
19,532
+3,424
+21% +$362K
56 57
58
59 60

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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.