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Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

$43.26Billion | No. of Holdings #3751

Cambridge Investment Research Advisors, Inc. Performance

2026 Q2+6.33%
YTD+4.51%
2025+14.41%

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

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cambridge Investment Research Advisors, Inc. reported an equity portfolio of $43.3 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 3.3% of it's portfolio in VANGUARD and 2.9% of portfolio in APPLE. <br><br> The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI FT VEST (AFLG), NETFLIX INC. (NFLX) and J P MORGAN EXCHANGE TRADED stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED (FMK), VANGUARD WORLD FD EXTENDED (EDV) and BONDBLOXX ETF TRUST BLOOMBERG SIX (XHYC). 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), DBX ETF TR XTRA (ACSG) and INVESCO EXCH TRADED FD TR II (CGW).
Cambridge Investment Research Advisors, Inc. Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$43.26Billion
  as of Jul 27, 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 6.33% in the last quarter. In trailing 12 months, it's portfolio return was 13.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp class44,322,000
ea series trust sophus26,318,000
j p morgan exchange traded25,746,000
ishares tr pfd and18,646,000
ea series trust sophus18,396,000
global x fds 1 3 mo t bi15,247,000
honeywell14,998,000
New stocks bought by Cambridge Investment Research Advisors, Inc.

Additions

Ticker% Inc.
invesco exch traded fd tr ii2,283
vanguard723
vanguard587
blackrock etf trust isha in ctry576
proshares527
vanguard admiral476
ishares440
vanguard400
Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.

Reductions

Ticker% Reduced
ishares-66.77
pimco-57.82
wisdomtree-51.17
ishares-42.34
j p morgan exchange traded-42.06
ishares-36.27
invesco exch traded fd tr ii-32.7
ishares-32.48
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 67.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others67.5
Technology12.5
Industrials3.2
Consumer Cyclical3
Financial Services2.9
Healthcare2.6
Communication Services2.5
Consumer Defensive1.9
Utilities1.6
Energy1.3

Market Cap. Distribution

Cambridge Investment Research Advisors, Inc. has about 30% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED67.5
MEGA-CAP20
LARGE-CAP10
MID-CAP1.8

Stocks belong to which Index?

About 29.7% 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%
Others70.3
S&P 50027.5
RUSSELL 20002.2
Top 5 Winners (%)%
BB
blackberry
287.0 %
MU
micron
237.6 %
astera labs
223.1 %
BLZE
backblaze
216.4 %
INTC
intel
215.9 %
Top 5 Winners ($)$
QQQ
invesco
201.7 M
VB
vanguard
178.0 M
MU
micron
176.1 M
AMD
advanced micro devices
156.5 M
AAPL
apple
155.5 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust physcl platm
-86.9 %
MDXH
mdxhealth
-82.6 %
PALL
abrdn palladium etf trust physical
-75.3 %
RVSN
rail vision
-74.7 %
VAW
vanguard
-73.1 %
Top 5 Losers ($)$
VB
vanguard
-743.9 M
VAW
vanguard
-447.0 M
VB
vanguard
-173.9 M
IJR
ishares tr rus
-153.4 M
EDV
vanguard
-93.5 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 3751 stocks in it's portfolio. About 19.7% 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.

$35.71BTotal Value
500Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cambridge Investment Research Advisors, Inc., last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr National

Ishares Tr National

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr National over time
0.11%427,319
$45.99M
0.11%
increased 9.9 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.1%482,491
$45.60M
0.1%
increased 5.45 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.1%551,639
$42.23M
0.1%
decreased 32.48 percentreduced
AAXJ
Ishares Tr Us Aer

Ishares Tr Us Aer

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares Tr Us Aer over time
0.1%169,244
$41.03M
0.1%
increased 0.79 percentadded
AAXJ
Ishares

Ishares

AAXJ
Cambridge Investment Research Advisors, Inc.'s holding in Ishares over time
0.09%303,931
$37.81M
0.09%
increased 6.44 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%400,106
$32.00M
0.07%
increased 111.35 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%248,530
$29.19M
0.07%
decreased 3.74 percentreduced
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%234,517
$23.53M
0.05%
decreased 15.74 percentreduced
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%366,075
$19.19M
0.04%
increased 12.47 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%611,534
$18.65M
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
0.04%198,583
$15.11M
0.04%
increased 33.76 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%820,859
$42.56M
0.1%
increased 2.89 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
0.06%144,682
$23.93M
0.06%
increased 0.27 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%254,139
$15.22M
0.04%
decreased 18.8 percentreduced
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%512,699
$28.01M
0.06%
increased 3.85 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
0.08%1,196,570
$33.09M
0.08%
increased 6.39 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%2,054,180
$94.80M
0.22%
increased 26.71 percentadded