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Cambridge Investment Research Advisors, Inc. Top Holdings and 13F Report (2026)

About Cambridge Investment Research Advisors, Inc.

Investment Activity

  • Cambridge Investment Research Advisors, Inc. has $38.80 million in total holdings as of March 31, 2026.
  • Cambridge Investment Research Advisors, Inc. owns shares of 3,924 different stocks, but just 476 companies or ETFs make up 80% of its holdings.
  • Approximately 7.65% of the portfolio was purchased this quarter.
  • About 3.34% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 3,812 new stocks and bought additional shares in 2,002 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,514 stocks and completely divested from 208 stocks this quarter.

Largest Holdings

Apple
$1,112,882
NVIDIA
$989,711
Invesco QQQ
$734,294

Largest New Holdings this Quarter

26923Q747 - ETF OPPORTUNITIES TRUST HEDGEYE
$42,665 Holding
808524623 - SCHWAB STRATEGIC
$30,809 Holding
44053A499 - HORIZON FDS DIGITAL
$21,427 Holding
09290C855 - BLACKROCK ETF TRUST
$14,135 Holding
G0593M107 - AstraZeneca
$12,942 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
205,322 shares (about $134.12K)
SPDR Bloomberg 1-3 Month T-Bill ETF
953,193 shares (about $87.35K)
ETF OPPORTUNITIES TRUST HEDGEYE
1,477,836 shares (about $42.67K)
First Trust Rising Dividend Achievers ETF
521,837 shares (about $35.63K)
SPDR Portfolio S&P 500 Growth ETF
355,483 shares (about $34.81K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
52,120 shares (about $33.90K)
iShares S&P 100 ETF
93,070 shares (about $29.60K)
Invesco QQQ
48,398 shares (about $27.93K)
Invesco Russell 1000 Dynamic Multifactor ETF
394,236 shares (about $23.70K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Investment Research Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,156,406$18,704 1.6%1,935,2463.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,112,882$1,865 0.2%4,385,0522.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$989,711$29,362 3.1%5,674,9492.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$785,770$134,118 20.6%1,202,9372.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$734,294$27,934 -3.7%1,272,2101.9%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$683,922$16,686 2.5%2,131,8611.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$509,344$4,165 0.8%2,445,5941.3%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$476,580$13,792 -2.8%6,180,5181.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$474,480$17,690 3.9%1,281,7901.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$418,639$33,896 -7.5%643,7231.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$355,507$21,842 -5.8%741,8770.9%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$324,772$24,695 8.2%7,634,5160.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$288,972$8,762 3.1%1,004,9110.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$268,757$6,763 -2.5%936,8930.7%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$251,294$3,695 -1.4%584,0110.6%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$242,747$87,351 56.2%2,648,9170.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$235,246$11,241 5.0%538,5790.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$221,846$21,402 10.7%3,462,0230.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$220,558$35,631 19.3%3,230,1960.6%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$213,806$5,255 2.5%690,7880.6%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$201,879$16,089 8.7%1,028,9470.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$201,595$11,981 6.3%685,3250.5%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$200,749$5,334 2.7%6,543,3130.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$199,414$16,471 9.0%2,707,9530.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$197,326$6,547 -3.2%3,154,1810.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$193,601$3,822 -1.9%338,3860.5%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$192,400$3,094 -1.6%1,134,0330.5%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$183,951$1,078 -0.6%494,8240.5%Auto/Tires/Trucks
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$183,858$1,167 -0.6%854,9160.5%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$183,179$7,797 4.4%4,557,8130.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$175,174$9,578 5.8%3,461,2450.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$170,575$6,998 4.3%2,228,5760.4%ETF
WALMART
$168,642$4,350 2.6%1,356,9550.4%INC COM
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$161,446$17 0.0%1,090,1120.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$159,567$449 -0.3%173,4860.4%Medical
PALANTIR TECHNOLOGIES
$156,650$15,125 -8.8%1,070,8930.4%INC CL A
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$156,056$8,764 -5.3%1,174,2370.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$149,218$2,339 -1.5%210,6220.4%Industrials
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$145,775$6,860 4.9%1,468,4730.4%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$145,655$14,215 10.8%758,9370.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$144,781$14,320 11.0%3,013,1270.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$141,205$31,210 28.4%1,559,7600.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$138,269$1,819 1.3%138,7650.4%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$128,903$2,018 1.6%1,139,6270.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$123,981$7,571 -5.8%1,336,8700.3%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$121,496$11,595 10.6%1,096,7350.3%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$120,124$1,545 1.3%552,3200.3%Medical
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$120,102$13,962 13.2%3,126,0280.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$119,277$19,648 19.7%1,063,9310.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$116,766$2,915 -2.4%167,3530.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$116,714$1,488 1.3%477,4730.3%Medical
Visa Inc. stock logo
V
Visa
$115,851$1,508 -1.3%383,3070.3%Business Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$114,070$5,455 5.0%540,2330.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$112,771$3,775 3.5%545,0530.3%Energy
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$112,152$4,895 4.6%3,360,8670.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$111,301$9,006 8.8%1,419,4680.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$111,099$911 0.8%3,289,8800.3%ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL
$109,238$1,667 1.5%3,082,3290.3%GOLD TR
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$106,899$742 0.7%740,0960.3%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$105,957$2,193 2.1%852,3600.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$105,735$8,154 8.4%2,099,1660.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$105,340$13,140 14.3%443,3140.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$104,905$34,805 49.7%1,071,4430.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$103,632$331 -0.3%395,6620.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$102,976$27,847 37.1%415,2250.3%Finance
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$102,431$9,757 10.5%2,597,7830.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$100,786$6,552 -6.1%1,778,1640.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$96,184$18,763 24.2%1,424,3090.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$95,719$23,606 32.7%1,002,9230.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$94,654$3,548 3.9%1,357,0510.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$94,035$11,507 13.9%327,4410.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$93,535$1,270 -1.3%656,7050.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$92,071$2,047 2.3%272,4390.2%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$90,753$12,747 16.3%902,3830.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$89,534$2,498 2.9%359,8040.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$88,977$4,677 5.5%437,3820.2%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$88,564$9,050 -9.3%461,7250.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$87,885$993 -1.1%427,0430.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$86,934$785 -0.9%203,8780.2%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$86,331$13,426 18.4%1,860,5870.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$84,683$4,644 -5.2%960,5610.2%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$84,388$9,789 -10.4%2,896,9450.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$82,821$8,904 12.0%1,000,8580.2%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$82,740$8,215 -9.0%891,9830.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$82,533$2,729 -3.2%952,0500.2%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$81,703$4,953 6.5%1,630,1410.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$81,070$8,928 12.4%1,050,4010.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$80,434$1,645 -2.0%836,5450.2%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$79,935$1,970 -2.4%243,0450.2%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$79,582$6,428 8.8%2,745,1690.2%Computer and Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$79,208$4,782 6.4%1,736,2480.2%ETF
CAPITAL GROUP CORE BALANCED
$78,978$1,487 1.9%2,295,2140.2%SHS
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$78,624$3,196 4.2%1,566,2200.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$78,487$38 0.0%323,8050.2%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$77,626$3,055 4.1%1,106,0920.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$77,526$10,954 16.5%1,265,5200.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$77,515$11,517 17.4%894,6810.2%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$77,033$3,504 -4.4%1,324,0460.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$74,880$5,669 8.2%1,621,1330.2%Manufacturing
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$74,264$6,192 -7.7%193,6970.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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