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
USFR Wisdomtree Floating Rate Treas ETFs	$0	$72.8 Million 0.24% of portfolio	1,447,452	Q4 2024 Added 0.57%
CGUS Capital Group Core Equity ETF	$0	$70.3 Million 0.23% of portfolio	2,009,096	Q4 2024 Added 11.5%
IVE Ishares S&P 500 Value ETF ETFs	$0	$69.2 Million 0.23% of portfolio	362,416	Q4 2024 Added 12.8%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$65.6 Million 0.22% of portfolio	1,461,377	Q4 2024 Added 62.47%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$65.8 Million 0.22% of portfolio	1,055,918	Q4 2024 Added 4.67%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$66.7 Million 0.22% of portfolio	1,474,729	Q4 2024 Reduced 5.68%
CGGO Capital Group Global Growth Eq ETFs	$0	$62.6 Million 0.21% of portfolio	2,143,750	Q4 2024 Added 6.16%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$62.1 Million 0.21% of portfolio	1,039,013	Q4 2024 Reduced 11.45%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$63.4 Million 0.21% of portfolio	157,826	Q4 2024 Added 14.03%
DGRO Ishares Core Dividend Growth E ETFs	$0	$61.6 Million 0.21% of portfolio	1,004,154	Q4 2024 Added 4.0%
TFLO Ishares Treasury Floating Rate ETFs	$0	$61.4 Million 0.21% of portfolio	1,217,114	Q4 2024 Reduced 0.06%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$61.8 Million 0.21% of portfolio	615,556	Q4 2024 Reduced 38.76%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$63.7 Million 0.21% of portfolio	852,848	Q4 2024 Reduced 0.26%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$60.3 Million 0.2% of portfolio	286,564	Q4 2024 Added 23.83%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$59.5 Million 0.2% of portfolio	681,300	Q4 2024 Reduced 26.34%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$58.9 Million 0.2% of portfolio	1,044,682	Q4 2024 Added 140.26%
SPYG Spdr Portfolio ETFs	$0	$59.9 Million 0.2% of portfolio	681,037	Q4 2024 Added 0.65%
XLE Energy Sector Spdr ETFs	$0	$61 Million 0.2% of portfolio	711,606	Q4 2024 Added 34.39%
GSY Invesco Actively Mngd ETF Tr U ETFs	$0	$57.4 Million 0.19% of portfolio	1,144,956	Q4 2024 Reduced 19.41%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$55.8 Million 0.19% of portfolio	131,170	Q4 2024 Added 9.32%
XLF Financial Sector Spdr ETFs	$0	$58.2 Million 0.19% of portfolio	1,205,194	Q4 2024 Added 35.65%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$56.1 Million 0.19% of portfolio	231,682	Q4 2024 Added 12.12%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$55.3 Million 0.18% of portfolio	1,219,280	Q4 2024 Reduced 2.43%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$49.5 Million 0.17% of portfolio	1,429,914	Q4 2024 Reduced 25.95%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$51.5 Million 0.17% of portfolio	523,050	Q4 2024 Added 8.96%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$49.4 Million 0.17% of portfolio	153,325	Q4 2024 Added 3.76%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$49.5 Million 0.17% of portfolio	467,055	Q4 2024 Reduced 4.47%
IXUS Ishares Tr ETFs	$0	$49.3 Million 0.16% of portfolio	745,928	Q4 2024 Added 1.82%
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$48.4 Million 0.16% of portfolio	906,358	Q4 2024 Reduced 3.0%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$49.3 Million 0.16% of portfolio	495,716	Q4 2024 Reduced 0.68%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$47.1 Million 0.16% of portfolio	659,962	Q4 2024 Reduced 4.39%
XLV Select Sector Spdr Fund Health ETFs	$0	$47.1 Million 0.16% of portfolio	342,664	Q4 2024 Reduced 9.71%
MGV Vanguard Mega Cap Value ETFs	$0	$48.8 Million 0.16% of portfolio	390,956	Q4 2024 Reduced 1.74%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$45.8 Million 0.15% of portfolio	595,068	Q4 2024 Added 18.59%
IEF Ishares Barclays ETFs	$0	$44.5 Million 0.15% of portfolio	481,651	Q4 2024 Reduced 1.22%
SOXX Ishares Semiconductor ETF ETFs	$0	$46 Million 0.15% of portfolio	213,610	Q4 2024 Reduced 0.9%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$44.8 Million 0.15% of portfolio	876,683	Q4 2024 Reduced 23.74%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$45.2 Million 0.15% of portfolio	580,490	Q4 2024 Reduced 0.86%
CGCP Capital Group Core Plus Income ETFs	$0	$40.8 Million 0.14% of portfolio	1,839,802	Q4 2024 Added 23.18%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$40.7 Million 0.14% of portfolio	946,596	Q4 2024 Added 1.64%
SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$42.5 Million 0.14% of portfolio	405,144	Q4 2024 Reduced 9.05%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$40.6 Million 0.14% of portfolio	427,365	Q4 2024 Added 36.0%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$41.9 Million 0.14% of portfolio	474,190	Q4 2024 Added 2.16%
IYW Ishares Dj Us Tech ETF ETFs	$0	$40.8 Million 0.14% of portfolio	255,741	Q4 2024 Reduced 11.57%
EFV Msci Eafe Value ETF ETFs	$0	$41.9 Million 0.14% of portfolio	798,425	Q4 2024 Added 2.67%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$40.7 Million 0.14% of portfolio	606,603	Q4 2024 Added 2.3%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$42 Million 0.14% of portfolio	1,229,461	Q4 2024 Added 5.26%
FNDX Schwab Fundamental U S Large C ETFs	$0	$43 Million 0.14% of portfolio	1,815,787	Q4 2024 Added 208.15%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$41.5 Million 0.14% of portfolio	606,192	Q4 2024 Reduced 1.65%
IXN Ishares Global Information Tec ETFs	$0	$39.4 Million 0.13% of portfolio	464,811	Q4 2024 Added 1.57%

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