Cambridge Investment Research Advisors, Inc.
All 13F Filings
- Location
- Fairfield, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 38,798,037
- Description
- Fairfield Iowa based planning integrated investment advisor with a corporation based operating model and a cycle aware and portfolio focused investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and fundamental research depth for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through position level governance and risk accountability.
- Founded
- 1981
- Chairman
- —
- CEO
- Amy Webber
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 3,924 | 38,798,037 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q4 2025 | 2/5/2026 | 3,812 | 37,841,278 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q3 2025 | 11/12/2025 | 3,715 | 36,410,680 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q2 2025 | 7/31/2025 | 3,608 | 32,880,715 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q2 2014 | 7/25/2014 | 1,337 | 2,866,051 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q1 2014 | 4/29/2014 | 1,293 | 2,646,001 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
| Q4 2013 | 1/24/2014 | 1,235 | 2,442,146 | 13F-HR | Cambridge Investment Research Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.65 M | 45.6% | 0 | 10.28 M | -10.28 M |
| ETFs | 20.8 M | 53.7% | 11.34 M | 0 | 11.34 M |
| Debt | 273.3 K | 0.7% | 16.92 K | 0 | 16.92 K |
| Other | 3.088 K | 0.0% | 0 | 125.6 K | -125.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
38,798,037
Holdings
3924
QoQ value change ($000)
956,759
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.