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
AVLV American Centy ETF Tr Avantis	$0	$2.78 Million 0.01% of portfolio	41,582	Q4 2024 Reduced 33.79%
QPFF American Centy ETF Tr Quality	$0	$1.85 Million 0.01% of portfolio	51,525	Q4 2024 Reduced 0.16%
AVIG American Centy ETF Tr Avantis ETFs	$0	$2.9 Million 0.01% of portfolio	71,516	Q4 2024 Added 8.84%
AVUS American Centy ETF Tr Avantis ETFs	$0	$3.22 Million 0.01% of portfolio	33,173	Q4 2024 Reduced 50.35%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$3.01 Million 0.01% of portfolio	69,602	Q4 2024 Reduced 0.5%
HYMU Blackrock ETF Tr Ii High Yield	$0	$2.46 Million 0.01% of portfolio	108,552	Q4 2024 Added 51.15%
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$3.99 Million 0.01% of portfolio	62,279	Q4 2024 Reduced 4.09%
BKIE Bny Mellon ETF Tr Internationa ETFs	$0	$2.11 Million 0.01% of portfolio	29,164	Q4 2024 Added 7.04%
XCCC Bondbloxx ETF Tr Ccc Rated Usd ETFs	$0	$4.42 Million 0.01% of portfolio	112,985	Q4 2024 New
HYLB Xtrackers Usd High Yield Corp ETFs	$0	$3.23 Million 0.01% of portfolio	89,386	Q4 2024 Reduced 8.45%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$4.42 Million 0.01% of portfolio	143,532	Q4 2024 Added 12.21%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$3.56 Million 0.01% of portfolio	105,330	Q4 2024 Added 0.77%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$3.36 Million 0.01% of portfolio	71,564	Q4 2024 Added 11.31%
CAPE Barclays Bank PLC ETFs	$0	$3.61 Million 0.01% of portfolio	120,328	Q4 2024 Added 5.3%
NFLT Etfis Ser Tr I Virtus Newfleet ETFs	$0	$2.37 Million 0.01% of portfolio	105,597	Q4 2024 Added 35.55%
ROBO Robo Global Robotics And Autom ETFs	$0	$4.18 Million 0.01% of portfolio	74,235	Q4 2024 Reduced 0.73%
FDIS Fidelity Covington Tr Msci Con ETFs	$0	$3.55 Million 0.01% of portfolio	36,430	Q4 2024 Reduced 2.38%
FSTA Fidelity Covington Tr Msci Con ETFs	$0	$4.35 Million 0.01% of portfolio	87,967	Q4 2024 Reduced 4.22%
FGRO Fidelity Covington Tr ETFs	$0	$2.4 Million 0.01% of portfolio	95,755	Q4 2024 Added 21.36%
FENY Fidelity Covington Tr Msci Ene ETFs	$0	$3.13 Million 0.01% of portfolio	131,467	Q4 2024 Added 3.58%
FNCL Fidelity Covington Tr Msci Fin ETFs	$0	$3.49 Million 0.01% of portfolio	50,759	Q4 2024 Reduced 1.68%
FVAL Fidelity Covington Tr Value Fa ETFs	$0	$2.32 Million 0.01% of portfolio	37,650	Q4 2024 Added 2.54%
FDMO Fidelity Covington Tr Momentum ETFs	$0	$3.33 Million 0.01% of portfolio	47,805	Q4 2024 Added 215.11%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$3.42 Million 0.01% of portfolio	56,491	Q4 2024 Added 16.06%
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$2.85 Million 0.01% of portfolio	105,567	Q4 2024 Added 3.55%
FCOM Fidelity Covington Tr Msci Com ETFs	$0	$3.98 Million 0.01% of portfolio	67,741	Q4 2024 Added 16.83%
FLDR Fidelity Merrimack Str Tr Low ETFs	$0	$3.89 Million 0.01% of portfolio	77,895	Q4 2024 Added 44.14%
QCLN First Tr Nasdaq Clean Edge Gre ETFs	$0	$2.35 Million 0.01% of portfolio	69,184	Q4 2024 Reduced 13.22%
FCG First Tr Exchange Traded Fd ETFs	$0	$1.86 Million 0.01% of portfolio	75,634	Q4 2024 Added 40.37%
BGLD First Exch Tr Fd Cboe Vest Gol ETFs	$0	$2.44 Million 0.01% of portfolio	133,031	Q4 2024 Added 576.45%
IGLD First Tr Cboe Vest Gold Strate Communication Services	$0	$1.53 Million 0.01% of portfolio	80,924	Q4 2024 Added 7.79%
FXD First Tr Exchange Traded Fd ETFs	$0	$2.19 Million 0.01% of portfolio	33,947	Q4 2024 Added 1.45%
FXG First Tr Exchange Traded First ETFs	$0	$2.27 Million 0.01% of portfolio	35,389	Q4 2024 Added 3.05%
FXR First Trust Industrials/Produc ETFs	$0	$3.04 Million 0.01% of portfolio	40,605	Q4 2024 Added 2.54%
FXZ First Tr Exchange Traded Fd Fi ETFs	$0	$3.39 Million 0.01% of portfolio	59,707	Q4 2024 Reduced 4.95%
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$1.83 Million 0.01% of portfolio	82,107	Q4 2024 Added 12.38%
FPXI First Tr Exchange Traded Fd Ii ETFs	$0	$1.6 Million 0.01% of portfolio	34,007	Q4 2024 Added 77.04%
QABA First Trust Nasdaq Aba Communi ETFs	$0	$2.44 Million 0.01% of portfolio	43,982	Q4 2024 Added 11.37%
FEP First Trust Europe Alphadex Fu ETFs	$0	$2.24 Million 0.01% of portfolio	62,461	Q4 2024 Added 13.7%
FEM First Trust Emerging Markets A ETFs	$0	$4.1 Million 0.01% of portfolio	186,109	Q4 2024 Added 2.94%
FEMS First Trust Emerging Markets S ETFs	$0	$1.82 Million 0.01% of portfolio	48,204	Q4 2024 Reduced 7.88%
NXTG First Tr Exchange Traded Fd Ii ETFs	$0	$1.63 Million 0.01% of portfolio	19,157	Q4 2024 Reduced 6.3%
FNK First Trust Mid Cap Value Alph ETFs	$0	$2.13 Million 0.01% of portfolio	39,852	Q4 2024 Reduced 24.52%
HYLS First Tr Tactical High Yield L ETFs	$0	$3.73 Million 0.01% of portfolio	90,225	Q4 2024 Added 44.15%
MDIV First Trust Multi Asset Divers ETFs	$0	$2.7 Million 0.01% of portfolio	166,882	Q4 2024 Added 36.07%
FTQI First Trust ETF Vi First Trust ETFs	$0	$2.02 Million 0.01% of portfolio	96,962	Q4 2024 Added 87.35%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$2.58 Million 0.01% of portfolio	75,946	Q4 2024 Reduced 6.96%
ROBT First Tr Exchange Traded Fd Vi ETFs	$0	$2.75 Million 0.01% of portfolio	61,086	Q4 2024 Reduced 15.3%
FTXN First Tr ETF Vi Nasdaq Oil & G ETFs	$0	$1.55 Million 0.01% of portfolio	53,791	Q4 2024 Added 33.44%
FTXO First Tr ETF Vi Nasdaq Bk ETF ETFs	$0	$2.43 Million 0.01% of portfolio	76,362	Q4 2024 Added 118.23%

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