Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
-28K
- 73.08%
$13.81 - $14.82 $386K - $415K
10.3K $143K
CNQ
Canadian Natural Resources LTD

Energy
-13K
- 9.48%
$26.72 - $32.74 $347K - $425K
124K $3.82M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-374
- 35.38%
$1227.6 - $1458.46 $459K - $545K
683 $922K
SYF
Synchrony Financial

Financial Services
-3.4K
- 18.04%
$51.9 - $70.63 $177K - $240K
15.5K $818K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-1.13K
- 21.44%
$62.41 - $133.91 $70.8K - $152K
4.16K $261K
Litman Gregory Fds Tr Imgp
-41K
- 14.19%
N/A
248K $2.91M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-221
- 0.23%
$20.63 - $25.57 $4.56K - $5.65K
97.6K $2.01M
Innovator Etfs Trust Grwt100
-4.48K
- 6.61%
N/A
63.4K $3.02M
VT
Vanguard Total World Stk Index

ETFs
-1.87K
- 1.58%
$115.08 - $123.97 $215K - $231K
116K $13.4M
SECT
Sector 10, Inc.

ETFs
-2.3K
- 3.27%
$50.98 - $57.8 $117K - $133K
68.1K $3.48M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-14.8K
- 3.44%
$43.76 - $45.31 $647K - $669K
415K $18.7M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-16K
- 21.1%
$33.49 - $37.82 $537K - $606K
59.9K $2.2M
HGER
Harbor ETF Tr All Weather Infl
-38.1K
- 13.6%
$22.23 - $24.05 $846K - $915K
242K $5.82M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-20K
- 8.35%
$22.42 - $23.22 $448K - $464K
219K $5.05M
RY
Royal Bank Of Canada

Financial Services
-1.94K
- 9.5%
$108.81 - $123.4 $211K - $239K
18.5K $2.08M
USA
Liberty All Star Equity Fund

Financial Services
-28.4K
- 6.03%
$6.41 - $7.32 $182K - $208K
443K $2.9M
DXJS
Wisdomtree Tr Japan Smallcap H
-11K
- 48.64%
N/A
11.6K $405K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-6.55K
- 8.53%
$21.29 - $24.8 $139K - $162K
70.3K $1.5M
Jacobs Solutions
-790
- 3.65%
N/A
20.8K $2.52M
DFIV
Dimensional ETF Tr

ETFs
-33.9K
- 13.59%
$35.33 - $40.77 $1.2M - $1.38M
215K $8.47M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-18.5K
- 40.29%
$19.8 - $19.97 $366K - $369K
27.4K $545K
GERN
Geron Corp

Healthcare
-12.5K
- 7.08%
$1.59 - $3.6 $19.9K - $45K
164K $261K
CHDN
Churchill Downs Inc

Consumer Cyclical
-1.13K
- 10.74%
$106.5 - $132.91 $121K - $150K
9.41K $1.05M
MRNA
Moderna, Inc.

Healthcare
-2.06K
- 8.98%
$28.35 - $47.53 $58.4K - $97.9K
20.9K $592K
NTAP
Net App, Inc.

Technology
-469
- 4.13%
$87.84 - $126.3 $41.2K - $59.2K
10.9K $957K
STNE
Stone Co Ltd.

Technology
-49.1K
- 80.68%
$7.85 - $11.45 $386K - $563K
11.8K $123K
First Tr Exchng Traded Fd V
-8.54K
- 5.15%
N/A
157K $3.47M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-7.92K
- 15.34%
$39.33 - $41.52 $312K - $329K
43.7K $1.74M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-9.09K
- 35.42%
N/A
16.6K $640K
SCHO
Schwab Short Term Us Treasury

ETFs
-17.5K
- 7.2%
$24.1 - $24.34 $422K - $426K
226K $5.5M
Innovator Etfs Trust Us Eqty Bufr
-7.33K
- 21.09%
N/A
27.4K $1.14M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-4.82K
- 13.39%
$63.77 - $68.75 $307K - $331K
31.2K $2.01M
Tidal Tr Ii Ret Stckd
-16.7K
- 8.73%
N/A
174K $4.08M
TAXF
American Centy ETF Tr Diversif

ETFs
-5.91K
- 6.46%
$49.19 - $50.86 $291K - $300K
85.5K $4.23M
EVR
Evercore Inc.

Financial Services
-668
- 23.62%
$190.28 - $291.27 $127K - $195K
2.16K $431K
Innovator Etfs Trust
-9.23K
- 6.06%
N/A
143K $3.58M
IDV
Ishares Tr

ETFs
-25.6K
- 21.09%
$27.0 - $31.7 $690K - $811K
95.7K $2.97M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-16.7K
- 4.66%
$38.99 - $40.37 $652K - $675K
342K $13.8M
FINX
Global X Fds Fintech ETF (De)

ETFs
-6.21K
- 12.94%
$27.43 - $33.5 $170K - $208K
41.8K $1.15M
NYF
Ishares New York Muni Bond ETF

ETFs
-6.41K
- 38.75%
$52.33 - $53.92 $335K - $345K
10.1K $533K
DXCM
Dexcom Inc

Healthcare
-1.69K
- 6.93%
$67.74 - $90.75 $115K - $153K
22.7K $1.55M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-830
- 4.78%
$147.38 - $176.39 $122K - $146K
16.5K $2.51M
DBX
Dropbox, Inc.

Technology
-10K
- 43.17%
$24.55 - $33.27 $246K - $333K
13.2K $352K
HAL
Halliburton CO

Energy
-6.33K
- 6.25%
$24.15 - $29.9 $153K - $189K
95K $2.41M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-13.9K
- 8.19%
$19.04 - $20.15 $264K - $280K
156K $2.96M
EUDG
Wisdomtree Tr

ETFs
-26.3K
- 14.25%
$29.73 - $34.14 $783K - $899K
159K $5.16M
MAIN
Main Street Capital Corp

Financial Services
-1.1K
- 0.79%
$54.71 - $63.1 $60.2K - $69.5K
138K $7.8M
AG
First Majestic Silver Corp

Basic Materials
-91.2K
- 40.87%
$5.28 - $7.25 $482K - $661K
132K $883K
IYT
Ishares Tr U.S. Transportation

ETFs
-4.3K
- 22.93%
$63.37 - $73.39 $272K - $316K
14.5K $925K
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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