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Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

$87.85Billion | No. of Holdings #4018

Cambridge Investment Research Advisors, Inc. Performance

2026 Q2+4.06%
YTD+2.28%
2025+14.41%

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

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Investment Research Advisors, Inc. reported an equity portfolio of $87.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Cambridge Investment Research Advisors, Inc. are VB, AAPL, NVDA. The fund has invested 3.2% of it's portfolio in VANGUARD INDEX FDS and 2.9% of portfolio in APPLE. <br><br> The fund managers got completely rid off HONEYWELL (HON), CARNIVAL (CCL) and DUPONT DE NEMOURS (DD) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED (FMK), VANGUARD WORLD FD EXTENDED (EDV) and GERON (GERN). Cambridge Investment Research Advisors, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP CLASS, ISHARES TR PFD AND (AAXJ) and GLOBAL X FDS 1 3 MO T BI (BITS). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON (BUYZ), FIRST TR EXCHANGE-TRADED FD VEST (BGLD) and DBX ETF TR XTRA (ACSG).
Cambridge Investment Research Advisors, Inc. Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$87.85Billion
  as of Jul 30, 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 4.06% in the last quarter. In trailing 12 months, it's portfolio return was 11.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp class88,772,000
ea series trust sophus52,636,000
j p morgan exchange traded51,492,000
ishares tr pfd and37,292,000
ea series trust sophus36,792,000
global x fds 1 3 mo t bi30,494,000
New stocks bought by Cambridge Investment Research Advisors, Inc.

Additions

Ticker% Inc.
first tr exchange-traded fd vest5,431
invesco exch traded fd tr ii4,667
vanguard1,548
vanguard index fds1,275
blackrock etf trust isha in ctry1,253
proshares1,155
vanguard admiral fds1,053
ishares981
Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.

Reductions

Ticker% Reduced
ishares-33.54
pimco-15.65
wisdomtree-2.33
first tr exchange-traded-0.05
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 67.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others67.9
Technology12.4
Industrials3.1
Consumer Cyclical3
Financial Services2.8
Healthcare2.6
Communication Services2.6
Consumer Defensive1.8
Utilities1.5
Energy1.3

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED67.9
MEGA-CAP20.4
LARGE-CAP9.8
MID-CAP1.3

Stocks belong to which Index?

About 29.4% 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%
Others70.7
S&P 50027.2
RUSSELL 20002.2
Top 5 Winners (%)%
AIP
arteris
185.2 %
BB
blackberry
125.5 %
astera labs
116.7 %
BLZE
backblaze
116.3 %
MU
micron
112.2 %
Top 5 Winners ($)$
QQQ
invesco
302.2 M
VB
vanguard index fds
269.7 M
MU
micron
264.6 M
AAPL
apple
233.1 M
AMD
advanced micro devices
230.4 M
Top 5 Losers (%)%
RVSN
rail vision
-99.3 %
PPLT
abrdn platinum etf trust physcl platm
-86.1 %
MDXH
mdxhealth sa
-78.1 %
PALL
abrdn palladium etf trust physical
-73.7 %
VAW
vanguard
-72.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-1393.4 M
VAW
vanguard
-845.7 M
VB
vanguard index fds
-313.9 M
IJR
ishares tr rus
-276.1 M
EDV
vanguard
-171.5 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 4018 stocks in it's portfolio. About 19.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.

$71.62BTotal Value
500Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cambridge Investment Research Advisors, Inc., last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr National

Ishares Tr National

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr National over time
0.1%854,638
$91.98M
0.1%
increased 119.8 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.1%964,967
$91.21M
0.1%
increased 110.89 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.1%1,103,270
$84.45M
0.1%
increased 35.04 percentadded
AAXJ
Ishares Tr Us Aer

Ishares Tr Us Aer

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Us Aer over time
0.09%338,488
$82.06M
0.09%
increased 101.58 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.09%607,914
$75.64M
0.09%
increased 112.91 percentadded
AAXJ
Ishares Tr Iboxx Hi Yd

Ishares Tr Iboxx Hi Yd

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Iboxx Hi Yd over time
0.07%800,212
$63.99M
0.07%
increased 322.7 percentadded
AAXJ
Ishares Tr 3 7

Ishares Tr 3 7

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr 3 7 over time
0.07%497,060
$58.38M
0.07%
increased 92.51 percentadded
AAXJ
Ishares Tr 10-20 Yr Trs

Ishares Tr 10-20 Yr Trs

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr 10-20 Yr Trs over time
0.05%469,032
$47.07M
0.05%
increased 68.52 percentadded
AAXJ
Ishares Tr Ishs 1-5yr

Ishares Tr Ishs 1-5yr

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Ishs 1-5yr over time
0.04%732,150
$38.37M
0.04%
increased 124.94 percentadded
AAXJ
Ishares Tr Pfd And

Ishares Tr Pfd And

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Pfd And over time
0.04%1,223,070
$37.29M
0.04%
new position
AAXJ
Ishares Tr Msci Acwi

Ishares Tr Msci Acwi

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Msci Acwi over time
0.03%397,166
$30.23M
0.03%
increased 167.53 percentadded
ACES
Alps Etf Tr Alerian

Alps Etf Tr Alerian

ACES
Cambridge Investment Research Advisors, Inc.'s holding in Alps Etf Tr Alerian over time
0.1%1,641,720
$85.12M
0.1%
increased 105.78 percentadded
ACIO
Etf Ser Solutions Defia Quant

Etf Ser Solutions Defia Quant

ACIO
Cambridge Investment Research Advisors, Inc.'s holding in Etf Ser Solutions Defia Quant over time
0.05%289,337
$47.85M
0.05%
increased 100.51 percentadded
ACIO
Etf Ser Solutions Distillate

Etf Ser Solutions Distillate

ACIO
Cambridge Investment Research Advisors, Inc.'s holding in Etf Ser Solutions Distillate over time
0.04%508,278
$30.45M
0.04%
increased 62.39 percentadded
ACSG
Dbx Etf Tr Xtrack

Dbx Etf Tr Xtrack

ACSG
Cambridge Investment Research Advisors, Inc.'s holding in Dbx Etf Tr Xtrack over time
0.06%1,024,530
$55.97M
0.06%
increased 107.52 percentadded
ACSI
Tidal Trust I Fund Gran

Tidal Trust I Fund Gran

ACSI
Cambridge Investment Research Advisors, Inc.'s holding in Tidal Trust I Fund Gran over time
0.07%2,393,150
$66.17M
0.07%
increased 112.77 percentadded
ACWF
Ishares Tr Core Univrsl

Ishares Tr Core Univrsl

ACWF
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Core Univrsl over time
0.22%4,108,540
$189.61M
0.22%
increased 153.44 percentadded