Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $29.9 Billion distributed in 3460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.1B, Vanguard Index Fds S&P 500 ETF with a value of $997M, Nvidia Corp with a value of $770M, Invesco Qqq Trust, Series 1 with a value of $679M, and Ishares Core S&P 500 ETF with a value of $617M.

Examining the 13F form we can see an increase of $528M in the current position value, from $29.4B to 29.9B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.9 Billion

ETFs: $17.5 Billion

Technology: $3.57 Billion

Financial Services: $1.77 Billion

Consumer Cyclical: $1.25 Billion

Healthcare: $830 Million

Communication Services: $812 Million

Industrials: $773 Million

Consumer Defensive: $696 Million

Other: $1.16 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JSML Janus Detroit Str Tr Henderson ETFs	$0	$6.47 Million 0.02% of portfolio	98,771	Q4 2024 Added 186.23%
LVHI Franklin International Low Vol ETFs	$0	$4.51 Million 0.02% of portfolio	147,869	Q4 2024 Added 2.68%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$6.3 Million 0.02% of portfolio	240,755	Q4 2024 Reduced 2.95%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$4.54 Million 0.02% of portfolio	108,297	Q4 2024 Reduced 3.87%
NUHY Nuveen Esg High Yield Corp Bon ETFs	$0	$6.46 Million 0.02% of portfolio	305,655	Q4 2024 Added 0.1%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$5.96 Million 0.02% of portfolio	205,392	Q4 2024 Reduced 3.69%
PSFF Pacer Fds Tr Swan Sos Fd Of Fd ETFs	$0	$5.74 Million 0.02% of portfolio	195,912	Q4 2024 Added 8.67%
LONZ Pimco ETF Tr Sr Ln Active Exch ETFs	$0	$5.03 Million 0.02% of portfolio	98,413	Q4 2024 Added 2.25%
MINO Pimco ETF Tr Municipal Income ETFs	$0	$4.8 Million 0.02% of portfolio	106,571	Q4 2024 Added 13.94%
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	$0	$5.55 Million 0.02% of portfolio	59,220	Q4 2024 Reduced 2.27%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U ETFs	$0	$4.88 Million 0.02% of portfolio	71,072	Q4 2024 Added 84.92%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$6.56 Million 0.02% of portfolio	72,629	Q4 2024 Added 6.17%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$5.71 Million 0.02% of portfolio	204,906	Q4 2024 Added 28.92%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$5.56 Million 0.02% of portfolio	63,932	Q4 2024 Added 6.62%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$5.89 Million 0.02% of portfolio	65,402	Q4 2024 Reduced 8.05%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$5.97 Million 0.02% of portfolio	205,763	Q4 2024 Reduced 21.08%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$5.31 Million 0.02% of portfolio	55,608	Q4 2024 Reduced 16.68%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$7.18 Million 0.02% of portfolio	157,360	Q4 2024 Added 2.92%
ONEY Spdr Ser Tr Russell 1000 Core ETFs	$0	$5.27 Million 0.02% of portfolio	48,394	Q4 2024 Added 415.98%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$5.49 Million 0.02% of portfolio	126,983	Q4 2024 Added 7.87%
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	$0	$6.66 Million 0.02% of portfolio	138,277	Q4 2024 Added 5.54%
QUS Spdr Ser Tr Msci Usa Strategic ETFs	$0	$4.55 Million 0.02% of portfolio	29,351	Q4 2024 Added 25.6%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$6.21 Million 0.02% of portfolio	255,752	Q4 2024 Added 129.63%
SCHO Schwab Short Term Us Treasury ETFs	$0	$5.85 Million 0.02% of portfolio	243,273	Q4 2024 Added 82.31%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$5.13 Million 0.02% of portfolio	198,579	Q4 2024 Added 94.8%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$7.11 Million 0.02% of portfolio	254,901	Q4 2024 New
TCHP T Rowe Price Exchange Traded F Technology	$0	$4.8 Million 0.02% of portfolio	114,013	Q4 2024 Reduced 11.22%
OUNZ Van Eck Merk Gold Trust ETFs	$1.04B	$4.54 Million 0.02% of portfolio	179,571	Q4 2024 Added 1.39%
EDV Vanguard Extended Duration Tre ETFs	$0	$6.92 Million 0.02% of portfolio	102,214	Q4 2024 Reduced 30.63%
VIOV Vanguard S&P Small Cap 600 Val ETFs	$0	$5.85 Million 0.02% of portfolio	62,660	Q4 2024 Added 307.12%
VFMF Vanguard Wellington Fd Us Mult ETFs	$0	$7.41 Million 0.02% of portfolio	56,756	Q4 2024 Added 1,522.06%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$7.45 Million 0.02% of portfolio	109,706	Q4 2024 Added 14.29%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$4.95 Million 0.02% of portfolio	61,816	Q4 2024 Added 7.81%
VPL Vanguard Ftse Pacific ETF Ftse ETFs	$0	$5.33 Million 0.02% of portfolio	75,081	Q4 2024 Reduced 29.9%
VIS Vanguard Industrial ETF ETFs	$0	$4.78 Million 0.02% of portfolio	18,772	Q4 2024 Added 0.35%
VOX Vanguard Communication Service ETFs	$0	$4.51 Million 0.02% of portfolio	29,104	Q4 2024 Added 1.87%
VTHR Vanguard Russell 3000 ETF ETFs	$0	$4.6 Million 0.02% of portfolio	17,721	Q4 2024 Reduced 2.79%
WTV Wisdomtree Tr Wisdomtree U.S. ETFs	$0	$5.67 Million 0.02% of portfolio	67,841	Q4 2024 Added 19.27%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$6.72 Million 0.02% of portfolio	107,429	Q4 2024 Reduced 6.48%
EUDG Wisdomtree Tr ETFs	$0	$5.51 Million 0.02% of portfolio	184,893	Q4 2024 Reduced 38.44%
SDOG Alps Sector Dividend Dogs ETF ETFs	$0	$1.66 Million 0.01% of portfolio	29,380	Q4 2024 Reduced 5.34%
ARKQ Ark Autonomous Technology & Ro ETFs	$0	$1.54 Million 0.01% of portfolio	19,945	Q4 2024 Reduced 11.28%
ARKG Ark Genomic Revolution ETF (De ETFs	$0	$2.2 Million 0.01% of portfolio	93,278	Q4 2024 Reduced 14.89%
ARKW Ark Next Generation Internet E ETFs	$0	$3.64 Million 0.01% of portfolio	33,727	Q4 2024 Added 20.61%
ARKF Ark ETF Tr Fintech Innovation ETFs	$0	$2.07 Million 0.01% of portfolio	55,727	Q4 2024 Reduced 13.51%
SIVR Abrdn Silver ETF Trust ETFs	$1.54B	$2.28 Million 0.01% of portfolio	82,629	Q4 2024 Reduced 65.74%
QPX Advisorshares Tr Q Dynamic Gro ETFs	$0	$2 Million 0.01% of portfolio	55,726	Q4 2024 Reduced 1.77%
AZBL Aim ETF Prods Tr Allianzim Us Technology	$0	$2.68 Million 0.01% of portfolio	76,466	Q4 2024 Reduced 35.39%
AZBJ Aim ETF Prods Tr Allianzim Us ETFs	$0	$1.52 Million 0.01% of portfolio	45,179	Q4 2024 Reduced 8.74%
QMOM Ea Ser Tr Momentumshares U S Q ETFs	$0	$3.31 Million 0.01% of portfolio	51,674	Q4 2024 New

Summary

Portfolio
No. of Stocks 3,460
Current Value $29.9 Billion
Prior Value $29.4 Billion
Filing
Period Q4 2024
Filing Date February 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 261 stocks
Additional Purchases 1,618 stocks
Sold out of 0 stocks
Reduced holdings in 1,501 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account

Cambridge Investment Research Advisors, Inc. Portfolio Holdings