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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
EWU icon
2201
iShares MSCI United Kingdom ETF
EWU
$4.1B
$1.12M ﹤0.01%
24,316
-397
-2% -$18.5K
KCE icon
2202
State Street SPDR S&P Capital Markets ETF
KCE
$450M
$1.12M ﹤0.01%
7,618
-439
-5% -$66K
IHF icon
2203
iShares US Healthcare Providers ETF
IHF
$1.22B
$1.12M ﹤0.01%
20,256
-1,019
-5% -$50.4K
CRH icon
2204
CRH
CRH
$66.6B
$1.12M ﹤0.01%
10,466
+160
+2% +$17.6K
DY icon
2205
Dycom Industries
DY
$11.2B
$1.12M ﹤0.01%
2,214
+134
+6% +$58.6K
GDEC icon
2206
FT Vest US Equity Moderate Buffer ETF December
GDEC
$435M
$1.12M ﹤0.01%
28,119
-1,689
-6% -$66.1K
CRNC icon
2207
Cerence
CRNC
$359M
$1.12M ﹤0.01%
+98,705
New +$967K
CSTM icon
2208
Constellium
CSTM
$3.76B
$1.12M ﹤0.01%
35,053
+14,764
+73% +$477K
PALL icon
2209
abrdn Physical Palladium Shares ETF
PALL
$609M
$1.12M ﹤0.01%
50,595
+920
+2% +$23.5K
NEMD
2210
Neuberger Emerging Markets Debt Hard Currency ETF
NEMD
$136M
$1.12M ﹤0.01%
21,054
+5,785
+38% +$306K
CVY icon
2211
Invesco Zacks Multi-Asset Income ETF
CVY
$124M
$1.11M ﹤0.01%
38,660
+1,981
+5% +$56.5K
IYG icon
2212
iShares US Financial Services ETF
IYG
$2.13B
$1.11M ﹤0.01%
12,309
-1,934
-14% -$170K
DJIA icon
2213
Global X Dow 30 Covered Call ETF
DJIA
$182M
$1.11M ﹤0.01%
50,264
+463
+0.9% +$10K
OSCR icon
2214
Oscar Health
OSCR
$9.22B
$1.11M ﹤0.01%
39,039
+16,210
+71% +$349K
EL icon
2215
Estee Lauder
EL
$30.4B
$1.11M ﹤0.01%
14,079
+8,557
+155% +$691K
REVS icon
2216
Columbia Research Enhanced Value ETF
REVS
$333M
$1.11M ﹤0.01%
35,330
+8,918
+34% +$275K
SIRI icon
2217
SiriusXM
SIRI
$11B
$1.11M ﹤0.01%
37,618
-1,212
-3% -$32.6K
UAPR icon
2218
Innovator US Equity Ultra Buffer ETF April
UAPR
$156M
$1.11M ﹤0.01%
31,648
+3,096
+11% +$107K
JEDI
2219
Defiance Drone and Modern Warfare ETF
JEDI
$123M
$1.11M ﹤0.01%
38,246
+3,736
+11% +$115K
CHE icon
2220
Chemed
CHE
$7.16B
$1.11M ﹤0.01%
2,384
+229
+11% +$96.3K
DAPR icon
2221
FT Vest US Equity Deep Buffer ETF April
DAPR
$305M
$1.11M ﹤0.01%
27,156
+6,256
+30% +$253K
EDV icon
2222
Vanguard World Funds Extended Duration ETF
EDV
$3.26B
$1.11M ﹤0.01%
17,051
-214,140
-93% -$13.7M
IQDF icon
2223
FlexShares International Quality Dividend Index Fund
IQDF
$1.12B
$1.11M ﹤0.01%
32,116
-2,490
-7% -$84.8K
JVAL icon
2224
JPMorgan US Value Factor ETF
JVAL
$826M
$1.11M ﹤0.01%
18,931
+48
+0.3% +$2.64K
BHK icon
2225
BlackRock Core Bond Trust
BHK
$644M
$1.11M ﹤0.01%
120,561
+20,056
+20% +$182K
87 88
89
90 91

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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.