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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
PLNT icon
2451
Planet Fitness
PLNT
$4.45B
$853K ﹤0.01%
+16,351
New +$959K
INFQ
2452
Infleqtion Inc
INFQ
$1.93B
$852K ﹤0.01%
+63,993
New +$880K
EXP icon
2453
Eagle Materials
EXP
$6.49B
$847K ﹤0.01%
3,764
-101
-3% -$21.1K
PSEC icon
2454
Prospect Capital
PSEC
$1.08B
$846K ﹤0.01%
366,298
-58,835
-14% -$145K
TBLD
2455
Thornburg Income Builder Opportunities Trust
TBLD
$693M
$846K ﹤0.01%
38,344
-15
-0% -$330
EVV
2456
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
$845K ﹤0.01%
90,167
+4,411
+5% +$41.3K
HYMC icon
2457
Hycroft Mining Holding Corp
HYMC
$1.79B
$845K ﹤0.01%
36,095
+4,177
+13% +$141K
INMU icon
2458
BlackRock Intermediate Muni Income Bond ETF
INMU
$541M
$845K ﹤0.01%
34,848
+5,995
+21% +$144K
SGVT
2459
Schwab Government Money Market ETF
SGVT
$826M
$845K ﹤0.01%
8,391
+5,083
+154% +$511K
VGHY
2460
Vanguard High-Yield Active ETF
VGHY
$291M
$845K ﹤0.01%
11,282
+646
+6% +$48.3K
SBAR
2461
Simplify Barrier Income ETF
SBAR
$393M
$844K ﹤0.01%
+32,957
New +$838K
CNM icon
2462
Core & Main
CNM
$7.93B
$842K ﹤0.01%
17,441
+255
+1% +$12.6K
IBND icon
2463
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$842K ﹤0.01%
27,017
-89,301
-77% -$2.81M
LDUR icon
2464
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$842K ﹤0.01%
8,811
-1,874
-18% -$179K
EOSE icon
2465
Eos Energy Enterprises
EOSE
$1.14B
$839K ﹤0.01%
142,670
+96,158
+207% +$669K
HERD icon
2466
Pacer Cash Cows Fund of Funds ETF
HERD
$101M
$838K ﹤0.01%
17,795
-1,263
-7% -$59.8K
XSVM icon
2467
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$679M
$838K ﹤0.01%
12,049
-1,410
-10% -$93.1K
PXJ icon
2468
Invesco Oil & Gas Services ETF
PXJ
$63.3M
$837K ﹤0.01%
21,708
+4,229
+24% +$182K
SMP icon
2469
Standard Motor Products
SMP
$902M
$836K ﹤0.01%
21,446
+1,829
+9% +$70K
SBAC icon
2470
SBA Communications
SBAC
$19.8B
$835K ﹤0.01%
4,732
+3,345
+241% +$690K
PVH icon
2471
PVH
PVH
$4.07B
$832K ﹤0.01%
+11,199
New +$959K
METC icon
2472
Ramaco Resources Class A
METC
$629M
$831K ﹤0.01%
62,847
-1,857
-3% -$27.1K
TRN icon
2473
Trinity Industries
TRN
$2.92B
$829K ﹤0.01%
23,975
+1,877
+8% +$63.4K
ZM icon
2474
Zoom
ZM
$27.1B
$829K ﹤0.01%
9,608
+583
+6% +$55.1K
BFEB icon
2475
Innovator US Equity Buffer ETF February
BFEB
$250M
$828K ﹤0.01%
15,727
– –
97 98
99
100 101

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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.