Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

Cambridge Investment Research Advisors, Inc. Performance:

2025 Q4: -0.49%YTD: 11.33%2024: 11.03%

Performance for 2025 Q4 is -0.49%, and YTD is 11.33%, and 2024 is 11.03%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Investment Research Advisors, Inc. reported an equity portfolio of $37.8 Billions as of 31 Dec, 2025.

The top stock holdings of Cambridge Investment Research Advisors, Inc. are VB, AAPL, NVDA. The fund has invested 3.1% of it's portfolio in VANGUARD INDEX FDS and 3.1% of portfolio in APPLE.

The fund managers got completely rid off ISHARES (AAXJ), INVESCO EXCH TRD SLF IDX FD BULSHS (BSAE) and UNILEVER PLC SPON stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), MOLINA HEALTHCARE (MOH) and SPORTRADAR GROUP AG CLASS. Cambridge Investment Research Advisors, Inc. opened new stock positions in PROFESIONALLY MANAGED PORTFO AKRE, AIM ETF PRODUCTS TRUST US LRGCP B10 (AZAA) and PGIM ETF TR ACTV HY (PAB). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST, SPDR SERIES TRUST STATE STREET (BIL) and ADVISORSHARES TR ADVISORSHS (ACT).

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 -0.49% in the last quarter. In trailing 12 months, it's portfolio return was 11.33%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo akre	70,260,000
bluerock pvt real estate	65,730,000

New stocks bought by Cambridge Investment Research Advisors, Inc.

Additions

Ticker	% Inc.
netflix	923
capital grp	835
federated hermes etf trust mdt	713
invesco actively managed exc	673
servicenow	431
capital group	400
vanguard world fd extended	326
j p morgan exchange traded	268

Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.

Reductions

Ticker	% Reduced
ishares	-63.03
j p morgan exchange traded f betabuilders	-56.72
invesco exch traded fd tr ii	-46.67
spdr dow jones indl average	-37.95
vanguard world fd consum	-36.23
ishares tr expanded	-35.82
spdr series trust state street	-33.41
dimensional etf trust	-32.52

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 66.9% of it's holdings in Others sector.

Sector	%
Others	66.9
Technology	12
Consumer Cyclical	3.4
Financial Services	3.3
Communication Services	3
Industrials	2.7
Healthcare	2.7
Consumer Defensive	2
Utilities	1.7
Energy	1.3

Market Cap. Distribution

Cambridge Investment Research Advisors, Inc. has about 30.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	66.9
MEGA-CAP	17.9
LARGE-CAP	12.3
MID-CAP	1.5
SMALL-CAP	1.1

Stocks belong to which Index?

About 30.2% of the stocks held by Cambridge Investment Research Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.7
S&P 500	28.2
RUSSELL 2000	2

Top 5 Winners (%)		%
HYMC	hycroft mining holding	219.2 %
	t1	178.8 %
LITE	lumentum hldgs	125.5 %
SLS	sellas life sciences group	110.5 %
QNCX	quince therapeutics	104.0 %

Top 5 Winners ($)		$
AAPL	apple	75.6 M
GOOG	alphabet	68.1 M
GOOG	alphabet	67.2 M
LLY	eli lilly &	54.7 M
VB	vanguard index fds	28.5 M

Top 5 Losers (%)		%
NFLX	netflix	-86.6 %
NOW	servicenow	-74.8 %
NVNO	envveno medical corporation	-66.7 %
TPL	texas pacific land corporati	-61.5 %
	american bitcoin corp.	-60.8 %

Top 5 Losers ($)		$
NFLX	netflix	-517.8 M
XLB	select sector spdr tr state street	-128.1 M
NOW	servicenow	-56.8 M
MSFT	microsoft	-42.1 M
XLB	select sector spdr tr state street	-37.1 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 3788 stocks in it's portfolio. About 20.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	3.14	4,377,700	1,190,120,000	reduced	-0.37

AAXJ	ishares	0.15	799,161	57,068,000	reduced	-5.77

AAXJ	ishares	0.10	408,459	38,893,000	added	6.53

AAXJ	ishares tr national	0.10	342,236	36,657,000	added	10.09

AAXJ	ishares tr us aer	0.10	168,136	36,097,000	added	11.79

AAXJ	ishares tr 10-20 yr trs	0.07	265,776	27,021,000	reduced	-17.82

AAXJ	ishares tr 3 7	0.07	213,074	25,430,000	reduced	-2.09

AAXJ	ishares tr iboxx hi yd	0.06	277,216	22,352,000	added	9.67

AAXJ	ishares	0.04	539,761	16,711,000	added	2.12

AAXJ	ishares tr ishs 1-5yr	0.04	300,119	15,870,000	added	10.19

AAXJ	ishares	0.04	119,250	13,585,000	reduced	-20.33

ABBV	abbvie	0.33	545,217	124,577,000	added	1.82

ABT	abbott labs	0.11	331,204	41,497,000	added	13.57

ACES	alps etf tr alerian	0.04	298,989	14,058,000	reduced	-4.77

ACIO	etf ser solutions distillate	0.05	330,122	19,444,000	added	2.36

ACIO	etf ser solutions defiance	0.05	164,452	18,034,000	added	44.92

ACSG	dbx etf tr xtrack	0.06	471,908	22,703,000	added	1.66

ACSI	tidal trust i fundstrat	0.07	1,036,490	25,663,000	added	54.17

ACWF	ishares	0.20	1,062,560	73,763,000	added	3.13

ACWF	ishares tr core univrsl	0.18	1,498,400	69,735,000	added	2.87