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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
+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
CARY icon
2176
Angel Oak Income ETF
CARY
$1.38B
$1.15M ﹤0.01%
55,156
+40,407
+274% +$841K
FN icon
2177
Fabrinet
FN
$14.9B
$1.15M ﹤0.01%
2,037
+1,050
+106% +$677K
SPDG icon
2178
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
$12.4M
$1.14M ﹤0.01%
24,689
+559
+2% +$25.1K
PBI icon
2179
Pitney Bowes
PBI
$2.39B
$1.14M ﹤0.01%
65,170
-6,177
-9% -$94.4K
ILS
2180
Brookmont Catastrophic Bond ETF
ILS
$81.3M
$1.14M ﹤0.01%
58,067
-12,055
-17% -$239K
BNS icon
2181
Scotiabank
BNS
$105B
$1.14M ﹤0.01%
13,131
+357
+3% +$28.1K
NOK icon
2182
Nokia
NOK
$46.9B
$1.14M ﹤0.01%
85,673
+24,220
+39% +$312K
MMSC icon
2183
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$49.3M
$1.14M ﹤0.01%
38,465
-2
-0% -$54
DDFF
2184
Innovator Equity Dual Directional 15 Buffer ETF - February
DDFF
$60.8M
$1.14M ﹤0.01%
56,965
-3,073
-5% -$60.5K
CMF icon
2185
iShares California Muni Bond ETF
CMF
$4.55B
$1.14M ﹤0.01%
19,706
+7,863
+66% +$450K
BXP icon
2186
Boston Properties
BXP
$11.6B
$1.13M ﹤0.01%
17,092
-7,750
-31% -$464K
CATH icon
2187
Global X S&P 500 Catholic Values ETF
CATH
$1.26B
$1.13M ﹤0.01%
12,798
-5
-0% -$434
NBIX icon
2188
Neurocrine Biosciences
NBIX
$18.2B
$1.13M ﹤0.01%
+6,718
New +$997K
FLCB icon
2189
Franklin US Core Bond ETF
FLCB
$3.02B
$1.13M ﹤0.01%
52,799
-866
-2% -$18.5K
MFM
2190
Aberdeen Municipal Income Fund
MFM
$221M
$1.13M ﹤0.01%
200,972
+94,637
+89% +$514K
ECHO
2191
EchoStar
ECHO
$24.3B
$1.13M ﹤0.01%
11,120
+7,638
+219% +$934K
ZAPR
2192
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.7M
$1.13M ﹤0.01%
42,394
+18,905
+80% +$501K
CDL icon
2193
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$407M
$1.13M ﹤0.01%
14,536
-84
-0.6% -$6.38K
JRI icon
2194
Nuveen Real Asset Income & Growth Fund
JRI
$350M
$1.13M ﹤0.01%
86,833
-1,094
-1% -$14.1K
KDP icon
2195
Keurig Dr Pepper
KDP
$42.8B
$1.13M ﹤0.01%
34,387
-663
-2% -$19.3K
ROP icon
2196
Roper Technologies
ROP
$40.4B
$1.13M ﹤0.01%
3,326
+23
+0.7% +$7.84K
DMAR icon
2197
FT Vest US Equity Deep Buffer ETF March
DMAR
$450M
$1.12M ﹤0.01%
25,131
+3,336
+15% +$147K
XRPN
2198
Armada Acquisition Corp II
XRPN
$330M
$1.12M ﹤0.01%
107,843
+11,567
+12% +$120K
IBD icon
2199
Inspire Corporate Bond ETF
IBD
$480M
$1.12M ﹤0.01%
47,251
-17,546
-27% -$418K
CORZ icon
2200
Core Scientific
CORZ
$5.82B
$1.12M ﹤0.01%
43,848
-1,632
-4% -$38.4K
86 87
88
89 90

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LP
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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.