We are live on ! Find out more
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
+16.77%
1 Year Est. Return
+28.94%
3 Year Est. Return
+82.62%
5 Year Est. Return
+90.41%
10 Year Est. Return
+281.48%
AUM
$44.6B
AUM Growth
+$5.78B
Cap. Flow
+$1.14B
Cap. Flow %
2.56%
Top 10 Hldgs %
19.14%
Holding
4,226
New
302
Increased
2,051
Reduced
1,607
Closed
183

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
+$78.8M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$69M
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
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$73.5M
2
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$67.5M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$63.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$52.5M

Sector Composition

Rank Sector Weight
1 Technology 12.77%
2 Financials 4.22%
3 Industrials 3.52%
4 Consumer Discretionary 3.02%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIGR
2151
Figure Technology Solutions
FIGR
$5.52B
$1.17M ﹤0.01%
38,225
+3,993
+12% +$133K
JBHT icon
2152
JB Hunt Transport Services
JBHT
$25.9B
$1.17M ﹤0.01%
4,054
+1,688
+71% +$433K
RYAAY icon
2153
Ryanair
RYAAY
$30B
$1.17M ﹤0.01%
18,123
+9,985
+123% +$589K
MRNA icon
2154
Moderna
MRNA
$21.6B
$1.17M ﹤0.01%
16,677
+100
+0.6% +$5.17K
CFO icon
2155
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$417M
$1.17M ﹤0.01%
14,569
-323
-2% -$25.1K
JSCP icon
2156
JPMorgan Short Duration Core Plus ETF
JSCP
$1.68B
$1.17M ﹤0.01%
24,749
+6,503
+36% +$307K
CFR icon
2157
Cullen/Frost Bankers
CFR
$10.5B
$1.17M ﹤0.01%
7,547
-5,071
-40% -$720K
FTXH icon
2158
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$57.2M
$1.17M ﹤0.01%
30,525
+10,985
+56% +$383K
EFX icon
2159
Equifax
EFX
$22B
$1.16M ﹤0.01%
7,325
-411
-5% -$70.1K
XHE icon
2160
State Street SPDR S&P Health Care Equipment ETF
XHE
$162M
$1.16M ﹤0.01%
13,789
+4,755
+53% +$385K
RSPS icon
2161
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$255M
$1.16M ﹤0.01%
38,702
-13,991
-27% -$417K
YUMC icon
2162
Yum China
YUMC
$15.7B
$1.16M ﹤0.01%
28,368
+485
+2% +$22.2K
CGIB
2163
Capital Group International Bond ETF USD-Hedged
CGIB
$291M
$1.16M ﹤0.01%
45,289
+6,276
+16% +$159K
DFIP icon
2164
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$1.16M ﹤0.01%
27,985
+533
+2% +$22.3K
NU icon
2165
Nu Holdings
NU
$67.8B
$1.16M ﹤0.01%
86,432
+2,073
+2% +$27.9K
BDJ icon
2166
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$1.15M ﹤0.01%
120,542
+1,198
+1% +$11K
GANX icon
2167
Gain Therapeutics
GANX
$72.1M
$1.15M ﹤0.01%
568,645
– –
ADX icon
2168
Adams Diversified Equity Fund
ADX
$3.01B
$1.15M ﹤0.01%
45,131
+10,789
+31% +$264K
GDMN icon
2169
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$140M
$1.15M ﹤0.01%
15,923
+419
+3% +$39.4K
GSAT icon
2170
Globalstar
GSAT
$10.1B
$1.15M ﹤0.01%
14,163
+9,124
+181% +$734K
ONON icon
2171
On Holding
ONON
$12.6B
$1.15M ﹤0.01%
32,499
-1,386
-4% -$50.7K
OTTR icon
2172
Otter Tail
OTTR
$3.81B
$1.15M ﹤0.01%
12,788
+5,030
+65% +$444K
PLTM icon
2173
GraniteShares Platinum Shares
PLTM
$174M
$1.15M ﹤0.01%
77,007
+5,034
+7% +$92.6K
SGDJ icon
2174
Sprott Junior Gold Miners ETF
SGDJ
$268M
$1.15M ﹤0.01%
15,229
-9,686
-39% -$852K
ZBH icon
2175
Zimmer Biomet
ZBH
$18.8B
$1.15M ﹤0.01%
13,346
+644
+5% +$56.5K
85 86
87
88 89

Similar funds

AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Cambridge Investment Research Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cambridge Investment Research Advisors held 4,226 positions worth $44.6B, up 15% from $38.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Cambridge Investment Research Advisors's Q2 2026 filing shows 302 new, 2,051 increased, 1,607 reduced and 183 closed positions. Its largest new stake was SpaceX: 260,155 shares worth $44.5M. The largest sale was JPMorgan Ultra-Short Income ETF, an estimated $73.5M.

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: 260,155 shares worth $44.5M.
  • 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 ProShares UltraShort S&P500 in Q2 2026, selling an estimated $3.26M.
  • Cambridge Investment Research Advisors's ten largest holdings make up 19% of its $44.6B portfolio in Q2 2026.
  • Cambridge Investment Research Advisors opened 302 new positions and closed 183 in Q2 2026.
  • Cambridge Investment Research Advisors's portfolio value rose 15% quarter-over-quarter to $44.6B.

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