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
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$16.7 Million 0.06% of portfolio	331,381	Q4 2024 Reduced 0.83%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$19 Million 0.06% of portfolio	429,294	Q4 2024 Reduced 4.03%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$18.6 Million 0.06% of portfolio	404,449	Q4 2024 Added 31.45%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$19.3 Million 0.06% of portfolio	490,188	Q4 2024 Added 0.24%
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	$0	$19.3 Million 0.06% of portfolio	884,076	Q4 2024 Reduced 3.21%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$18.6 Million 0.06% of portfolio	484,573	Q4 2024 Added 7.37%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$18.9 Million 0.06% of portfolio	755,866	Q4 2024 Reduced 3.41%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$18.1 Million 0.06% of portfolio	31,730	Q4 2024 Reduced 31.15%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$17.3 Million 0.06% of portfolio	738,284	Q4 2024 Added 8.5%
XLI Industrial Sector Spdr ETFs	$0	$19.2 Million 0.06% of portfolio	145,751	Q4 2024 Added 1.72%
MGC Vanguard Mega Cap ETF ETFs	$0	$17.2 Million 0.06% of portfolio	80,743	Q4 2024 Reduced 0.34%
VPU Vanguard Utilities ETF ETFs	$0	$18.9 Million 0.06% of portfolio	115,867	Q4 2024 Reduced 26.88%
VGSH Vanguard ETFs	$0	$18.7 Million 0.06% of portfolio	321,357	Q4 2024 Reduced 9.54%
ARKK Ark ETF Tr Innovation ETF (De) ETFs	$0	$16 Million 0.05% of portfolio	281,385	Q4 2024 Reduced 17.33%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$14.2 Million 0.05% of portfolio	343,664	Q4 2024 Added 10.4%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$13.6 Million 0.05% of portfolio	245,189	Q4 2024 Reduced 0.58%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$15.9 Million 0.05% of portfolio	290,384	Q4 2024 Added 2.64%
FIW First Trust Water ETF ETFs	$0	$14 Million 0.05% of portfolio	137,485	Q4 2024 Reduced 2.31%
SKYY First Trust Cloud Computing Et ETFs	$0	$15.2 Million 0.05% of portfolio	127,315	Q4 2024 Added 0.79%
FTA First Tr Large Cap Value ETFs	$0	$13.6 Million 0.05% of portfolio	177,392	Q4 2024 Added 48.66%
FTC First Tr Lge Cap Growth ETFs	$0	$16.3 Million 0.05% of portfolio	117,879	Q4 2024 Added 21.25%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$15.3 Million 0.05% of portfolio	300,843	Q4 2024 Added 19.37%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$15.3 Million 0.05% of portfolio	598,024	Q4 2024 Reduced 2.67%
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$14.5 Million 0.05% of portfolio	266,677	Q4 2024 Added 5.69%
PAVE Global X Fds Us Infrastructure ETFs	$0	$13.9 Million 0.05% of portfolio	344,794	Q4 2024 Added 8.13%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$15.1 Million 0.05% of portfolio	373,325	Q4 2024 Reduced 5.08%
IYK Ishares U.S. Consumer Staples ETFs	$0	$15.6 Million 0.05% of portfolio	237,081	Q4 2024 Added 3.51%
AOA Ishares Tr Core Aggressive All ETFs	$0	$14.2 Million 0.05% of portfolio	185,151	Q4 2024 Reduced 3.41%
HDV Ishares Core High Dividend ETF ETFs	$0	$16.4 Million 0.05% of portfolio	145,829	Q4 2024 Added 7.92%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$15.9 Million 0.05% of portfolio	158,003	Q4 2024 Added 10.17%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$16.3 Million 0.05% of portfolio	213,998	Q4 2024 Reduced 2.77%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$16.1 Million 0.05% of portfolio	275,757	Q4 2024 Added 1.11%
JAGG Jpmorgan Tr Us Aggregate Bond ETFs	$0	$13.7 Million 0.05% of portfolio	304,020	Q4 2024 Added 4.24%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$15.5 Million 0.05% of portfolio	304,852	Q4 2024 Reduced 36.33%
LGH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$16.1 Million 0.05% of portfolio	309,580	Q4 2024 Added 3.29%
NUDM Nuveen Esg International Devel ETFs	$0	$15.4 Million 0.05% of portfolio	512,953	Q4 2024 Added 1.33%
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$14.1 Million 0.05% of portfolio	234,267	Q4 2024 Added 49.85%
VLU Spdr S&P 1500 Value Tilt ETF ETFs	$0	$16 Million 0.05% of portfolio	86,705	Q4 2024 Added 63.73%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$14 Million 0.05% of portfolio	84,190	Q4 2024 Added 7.03%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$16.3 Million 0.05% of portfolio	622,868	Q4 2024 Added 13.31%
SRLN Ssga Active Trust ETFs	$0	$13.6 Million 0.05% of portfolio	326,299	Q4 2024 Reduced 9.65%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$14.1 Million 0.05% of portfolio	358,944	Q4 2024 Reduced 27.41%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$15.2 Million 0.05% of portfolio	585,883	Q4 2024 Added 105.44%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$13.5 Million 0.05% of portfolio	728,701	Q4 2024 Added 59.74%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$14.7 Million 0.05% of portfolio	432,358	Q4 2024 Reduced 39.71%
VT Vanguard Total World Stk Index ETFs	$0	$13.8 Million 0.05% of portfolio	117,779	Q4 2024 Added 8.09%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$16 Million 0.05% of portfolio	276,266	Q4 2024 Reduced 52.83%
CDC Victory Portfolios Ii Shs Inco ETFs	$0	$13.7 Million 0.05% of portfolio	218,365	Q4 2024 Added 17.03%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$12.7 Million 0.04% of portfolio	262,995	Q4 2024 Added 2.11%
SGOL Abrdn Gold ETF Trust ETFs	$4.07B	$12.9 Million 0.04% of portfolio	515,416	Q4 2024 Reduced 32.98%

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

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Cambridge Investment Research Advisors, Inc. Portfolio Holdings