Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

$38.80Billion– No. of Holdings #3902

Cambridge Investment Research Advisors, Inc. Performance:
2026 Q1: -1.71%YTD: -1.71%2025: 14.41%
Performance for 2026 Q1 is -1.71%, and YTD is -1.71%, and 2025 is 14.41%.

About Cambridge Investment Research Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Investment Research Advisors, Inc. reported an equity portfolio of $38.8 Billions as of 31 Mar, 2026.

The top stock holdings of Cambridge Investment Research Advisors, Inc. are VB, AAPL, NVDA. The fund has invested 3% of it's portfolio in VANGUARD INDEX FDS and 2.9% of portfolio in APPLE.

The fund managers got completely rid off ASTRAZENECA PLC SPONSORED (AZN), NUVEEN and ISHARES INC MSCI FRANCE (ACWV) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F BETABULDRS (BBAX), EA SERIES TRUST STRIVE (BOB) and ENCORE (EU). Cambridge Investment Research Advisors, Inc. opened new stock positions in ETF OPPORTUNITIES TRUST HEDGEYE, SCHWAB STRATEGIC (FNDA) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST, FIRST TR EXCH TRADED FD III MERGER (FUMB) and ETF SER SOLUTIONS BAHL & GAYNOR (BIGY).
Cambridge Investment Research Advisors, Inc. Equity Portfolio Value
Last Reported on: 30 Apr, 2026

Cambridge Investment Research Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cambridge Investment Research Advisors, Inc. made a return of -1.71% in the last quarter. In trailing 12 months, it's portfolio return was 15.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
etf opportunities trust hedgeye42,665,000
schwab strategic30,809,000
horizon fds digital21,427,000
blackrock etf trust14,135,000
New stocks bought by Cambridge Investment Research Advisors, Inc.

Additions

Ticker% Inc.
ishares786
blackrock etf trust651
innovator etfs trust quity managd640
spdr series trust state364
ishares246
ishares185
alps etf tr alerian166
dimensional etf trust154
Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.

Reductions

Ticker% Reduced
ishares-57.93
victory portfolios ii-40.89
j p morgan exchange traded f hedged-34.04
schwab strategic tr us lcap-33.77
ishares tr u.s.-33.2
vaneck etf trust-32.34
ishares tr iboxx hi yd-31.71
fidelity comwlth-31.34
Cambridge Investment Research Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cambridge Investment Research Advisors, Inc.

Sector Distribution

Cambridge Investment Research Advisors, Inc. has about 68.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others68.4
Technology10.8
Consumer Cyclical3.1
Industrials3
Financial Services2.9
Communication Services2.8
Healthcare2.5
Consumer Defensive2.1
Utilities1.7
Energy1.7

Market Cap. Distribution

Cambridge Investment Research Advisors, Inc. has about 29.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED68.4
MEGA-CAP19.3
LARGE-CAP9.8
MID-CAP1.9

Stocks belong to which Index?

About 29% of the stocks held by Cambridge Investment Research Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others71
S&P 50026.9
RUSSELL 20002.1
Top 5 Winners (%)%
IBRX
immunitybio
284.8 %
LWLG
lightwave logic
119.0 %
WTI
w & t offshore
115.0 %
AAOI
applied optoelectronics
111.4 %
FSLY
fastly
98.3 %
Top 5 Winners ($)$
XOM
exxon mobil
56.4 M
CVX
chevron corporation
29.2 M
CAT
caterpillar
28.8 M
FNDA
schwab strategic
21.0 M
GLD
spdr
20.0 M
Top 5 Losers (%)%
QNCX
quince therapeutics
-96.1 %
fractyl
-79.4 %
PSTV
plus therapeutics
-71.4 %
GOSS
gossamer
-69.6 %
BSGM
streamex
-62.6 %
Top 5 Losers ($)$
MSFT
microsoft
-142.7 M
AAPL
apple
-79.2 M
NVDA
nvidia corporation
-67.6 M
VB
vanguard index fds
-56.8 M
AMZN
amazon
-54.9 M

Cambridge Investment Research Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. has 3902 stocks in it's portfolio. About 18.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions