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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
DOCN icon
1826
DigitalOcean
DOCN
$12.5B
$1.43M ﹤0.01%
9,082
-1,425
-14% -$193K
LEMB icon
1827
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$736M
$1.43M ﹤0.01%
33,579
+6,294
+23% +$264K
FIVA
1828
Fidelity International Value Factor ETF
FIVA
$575M
$1.42M ﹤0.01%
36,954
+3,512
+11% +$131K
WYNN icon
1829
Wynn Resorts
WYNN
$10.3B
$1.42M ﹤0.01%
14,630
-3,568
-20% -$368K
BAUG icon
1830
Innovator US Equity Buffer ETF August
BAUG
$198M
$1.42M ﹤0.01%
26,420
-948
-3% -$49.6K
USD icon
1831
ProShares Ultra Semiconductors
USD
$2.13B
$1.41M ﹤0.01%
13,540
+433
+3% +$37.7K
ONB icon
1832
Old National Bancorp
ONB
$10.2B
$1.41M ﹤0.01%
54,359
+1,010
+2% +$24.3K
SU icon
1833
Suncor Energy
SU
$77.7B
$1.4M ﹤0.01%
26,153
-29,786
-53% -$1.89M
AAL icon
1834
American Airlines Group
AAL
$9.82B
$1.4M ﹤0.01%
77,596
-10,810
-12% -$145K
CRPT icon
1835
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$79.9M
$1.4M ﹤0.01%
123,414
-1,538
-1% -$21.3K
CHW
1836
Calamos Global Dynamic Income Fund
CHW
$516M
$1.4M ﹤0.01%
157,131
-1,968
-1% -$16.7K
IVZ icon
1837
Invesco
IVZ
$12.4B
$1.4M ﹤0.01%
52,975
-1,197
-2% -$31.7K
SEPW icon
1838
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$105M
$1.4M ﹤0.01%
41,795
-286
-0.7% -$9.41K
WAT icon
1839
Waters Corp
WAT
$37.3B
$1.4M ﹤0.01%
3,722
-238
-6% -$81.2K
WULF icon
1840
TeraWulf
WULF
$7.48B
$1.39M ﹤0.01%
56,406
+33,355
+145% +$767K
SPBU
1841
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$172M
$1.39M ﹤0.01%
46,055
+16,841
+58% +$497K
TSN icon
1842
Tyson Foods
TSN
$21.5B
$1.39M ﹤0.01%
24,313
-8,285
-25% -$519K
EVSM icon
1843
Eaton Vance Short Duration Municipal Income ETF
EVSM
$777M
$1.39M ﹤0.01%
27,671
-3,719
-12% -$187K
GMED icon
1844
Globus Medical
GMED
$11.1B
$1.39M ﹤0.01%
17,596
+15,007
+580% +$1.28M
UAUG icon
1845
Innovator US Equity Ultra Buffer ETF August
UAUG
$163M
$1.39M ﹤0.01%
32,945
-1,452
-4% -$60K
DEW icon
1846
WisdomTree Global High Dividend Fund
DEW
$148M
$1.38M ﹤0.01%
20,134
-4,248
-17% -$290K
PEO
1847
Adams Natural Resources Fund
PEO
$731M
$1.38M ﹤0.01%
55,821
+20,357
+57% +$529K
BEP icon
1848
Brookfield Renewable
BEP
$9.6B
$1.38M ﹤0.01%
39,680
+635
+2% +$22.1K
PRIM icon
1849
Primoris Services
PRIM
$4.06B
$1.38M ﹤0.01%
13,905
-5,471
-28% -$719K
RFG icon
1850
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
$1.38M ﹤0.01%
21,326
-2,134
-9% -$131K
72 73
74
75 76

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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.