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
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-109K
- 9.43%
$20.64 - $20.73 $2.25M - $2.26M
1.05M $21.7M
XLI
Industrial Sector Spdr

ETFs
-16.1K
- 11.03%
$128.78 - $141.67 $2.07M - $2.28M
130K $17M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-15.5K
- 79.04%
$131.8 - $147.86 $2.04M - $2.29M
4.1K $548K
Innovator Etfs Trust
-86.2K
- 71.77%
N/A
33.9K $845K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.46K
- 22.96%
$254.58 - $302.92 $1.39M - $1.65M
18.3K $4.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
-12.4K
- 9.13%
$156.61 - $168.02 $1.94M - $2.08M
123K $19.8M
CDNS
Cadence Design Systems Inc

Technology
-3.53K
- 13.3%
$233.96 - $324.52 $826K - $1.15M
23K $5.86M
URI
United Rentals, Inc.

Industrials
-957
- 4.96%
$594.17 - $789.56 $569K - $756K
18.3K $11.5M
DHR
Danaher Corp

Healthcare
-4.2K
- 8.46%
$201.62 - $250.59 $848K - $1.05M
45.5K $9.33M
First Tr Exchng Traded Fd Vi Ft Vest U.S
-58.4K
- 62.64%
N/A
34.8K $1.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-26.5K
- 4.53%
$23.16 - $27.04 $614K - $717K
559K $13.1M
KHC
Kraft Heinz CO

Consumer Defensive
-61.6K
- 14.28%
$28.51 - $32.22 $1.76M - $1.99M
370K $11.3M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-31.1K
- 11.66%
$51.3 - $56.76 $1.59M - $1.76M
236K $12.5M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-48.8K
- 49.54%
$38.27 - $45.94 $1.87M - $2.24M
49.7K $1.96M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-129K
- 21.92%
$12.24 - $13.31 $1.58M - $1.72M
461K $5.65M
SJNK
Spdr Bloomberg Short Term High

ETFs
-74.8K
- 54.77%
$25.08 - $25.64 $1.88M - $1.92M
61.8K $1.55M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.69K
- 0.78%
$82.81 - $92.93 $306K - $343K
470K $40M
OMFL
Invesco Exchange Traded Self I

ETFs
-25.5K
- 5.03%
$52.19 - $57.45 $1.33M - $1.46M
482K $25.7M
Ab Active Etfs
-51.1K
- 89.95%
N/A
5.71K $203K
PECO
Phillips Edison & Company, Inc.

Real Estate
-39K
- 9.58%
$34.43 - $37.49 $1.34M - $1.46M
368K $13.4M
Grayscale Ethereum Trust
-12.4K
- 9.83%
N/A
114K $1.73M
Global X Fds Defense
-71.5K
- 42.69%
N/A
96K $4.47M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.63K
- 1.19%
$68.32 - $78.49 $248K - $285K
300K $21M
MAR
Marriott International Inc

Consumer Cyclical
-1K
- 2.64%
$237.01 - $304.45 $238K - $305K
36.9K $8.8M
SQ
Block, Inc.

Technology
-1.14K
- 2.03%
$54.04 - $92.95 $61.4K - $106K
54.9K $2.98M
FSK
Fs Kkr Capital Corp

Financial Services
-13.1K
- 0.67%
$20.47 - $24.06 $268K - $315K
1.93M $40.5M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-10.1K
- 13.57%
$76.24 - $95.41 $767K - $959K
64.1K $5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-49.6K
- 18.92%
$39.18 - $43.52 $1.94M - $2.16M
213K $8.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.44K
- 2.69%
$173.56 - $210.67 $424K - $514K
88.2K $15.3M
SRE
Sempra Energy

Utilities
-12K
- 22.09%
$67.85 - $87.67 $814K - $1.05M
42.3K $3.02M
IYR
Ishares Tr

ETFs
-20.6K
- 24.15%
$89.49 - $98.98 $1.84M - $2.04M
64.6K $6.19M
PSEP
Innovator U.S. Equity Power Bu
-42.8K
- 30.19%
N/A
98.9K $3.8M
MGC
Vanguard Mega Cap ETF

ETFs
-4.04K
- 5.01%
$199.2 - $222.69 $805K - $900K
76.7K $15.4M
RGTI
Rigetti Computing, Inc.

Technology
-21.4K
- 10.19%
$6.05 - $19.51 $130K - $418K
189K $1.5M
XLU
Utilities Sector Spdr

ETFs
-39.7K
- 8.85%
$74.7 - $80.27 $2.96M - $3.19M
409K $32.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-24.3K
- 3.45%
$25.58 - $29.24 $621K - $710K
680K $17.8M
XLB
Select Sector Spdr Fd Material

ETFs
-21.9K
- 21.6%
$83.19 - $90.99 $1.82M - $1.99M
79.5K $6.83M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-36.1K
- 7.27%
$18.72 - $21.24 $675K - $766K
460K $8.63M
ROL
Rollins Inc

Consumer Cyclical
-45.2K
- 43.14%
$45.65 - $54.03 $2.06M - $2.44M
59.6K $3.22M
DVA
Davita Inc.

Healthcare
-11K
- 78.3%
$140.0 - $177.35 $1.54M - $1.95M
3.04K $465K
CHD
Church & Dwight CO Inc

Consumer Defensive
-18.5K
- 22.95%
$101.42 - $113.2 $1.88M - $2.1M
62.2K $6.84M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-38.6K
- 41.08%
$40.38 - $42.65 $1.56M - $1.65M
55.4K $2.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-32.3K
- 43.45%
$49.67 - $51.43 $1.6M - $1.66M
42K $2.15M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-36.3K
- 61.61%
$41.28 - $44.23 $1.5M - $1.6M
22.6K $944K
CCL
Carnival Corp

Consumer Cyclical
-7.78K
- 2.95%
$19.08 - $28.49 $148K - $222K
256K $5M
HPE
Hewlett Packard Enterprise CO

Technology
-40.2K
- 25.09%
$14.77 - $24.42 $594K - $983K
120K $1.85M
CARR
Carrier Global Corp

Industrials
-16.9K
- 17.56%
$62.07 - $70.55 $1.05M - $1.19M
79.5K $5.04M
UPST
Upstart Holdings, Inc.

Financial Services
-19.6K
- 49.69%
$46.03 - $88.77 $903K - $1.74M
19.8K $914K
QDIV
Global X Funds S&P 500 Quality

ETFs
-44.1K
- 57.29%
$34.15 - $35.86 $1.51M - $1.58M
32.9K $1.15M
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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