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
DFAU Dimensional ETF Tr ETFs	$0	$11.6 Million 0.04% of portfolio	285,285	Q4 2024 Added 4.24%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$12.8 Million 0.04% of portfolio	196,073	Q4 2024 Added 9.96%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$13.2 Million 0.04% of portfolio	270,570	Q4 2024 Added 3.18%
FEX First Tr Large Cap Core Alphde ETFs	$0	$10.7 Million 0.04% of portfolio	102,123	Q4 2024 Added 4.82%
FYX First Tr Small Cap Core Alphad ETFs	$0	$11.9 Million 0.04% of portfolio	118,031	Q4 2024 Added 20.65%
FTHI First Trust Exchange Traded Fd ETFs	$0	$11.4 Million 0.04% of portfolio	490,945	Q4 2024 Added 9.67%
FTGC First Trust Global Tactical CO ETFs	$0	$11.6 Million 0.04% of portfolio	485,385	Q4 2024 Added 16.29%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$12.4 Million 0.04% of portfolio	188,979	Q4 2024 Reduced 8.56%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$11.3 Million 0.04% of portfolio	110,712	Q4 2024 Added 6.52%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$10.6 Million 0.04% of portfolio	918,584	Q4 2024 Added 5.08%
IGM Ishares Expanded Tech Sector E ETFs	$0	$12 Million 0.04% of portfolio	117,681	Q4 2024 Added 14.56%
IOO Ishares Tr Global 100 ETF ETFs	$0	$11.2 Million 0.04% of portfolio	111,459	Q4 2024 Added 1.55%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$11 Million 0.04% of portfolio	87,736	Q4 2024 Added 4.3%
IYF Ishares Tr ETFs	$0	$12.4 Million 0.04% of portfolio	111,843	Q4 2024 Reduced 10.65%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$10.6 Million 0.04% of portfolio	140,180	Q4 2024 Added 15.51%
HYG Ishares Tr ETFs	$0	$11.9 Million 0.04% of portfolio	150,821	Q4 2024 Reduced 23.24%
ITA Ishares Tr ETFs	$0	$13 Million 0.04% of portfolio	89,137	Q4 2024 Added 8.31%
STLG Ishares Factors Us Growth Styl ETFs	$0	$11.1 Million 0.04% of portfolio	196,836	Q4 2024 Added 15.53%
JPHY Jp Morgan High Yield Research ETFs	$0	$12.9 Million 0.04% of portfolio	279,210	Q4 2024 Reduced 11.98%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$11.9 Million 0.04% of portfolio	270,281	Q4 2024 Reduced 0.77%
PALC Pacer Fds Tr Lunt Large Cap Mu Technology	$0	$11.8 Million 0.04% of portfolio	239,355	Q4 2024 Added 5.51%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$12.8 Million 0.04% of portfolio	141,219	Q4 2024 Reduced 19.25%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$11.2 Million 0.04% of portfolio	216,725	Q4 2024 Added 5.1%
SSO Proshares Ultra S&P 500 ETFs	$0	$10.5 Million 0.04% of portfolio	113,784	Q4 2024 Added 62.55%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$13.3 Million 0.04% of portfolio	443,919	Q4 2024 Added 6.61%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$12.5 Million 0.04% of portfolio	478,622	Q4 2024 Added 247.82%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$10.7 Million 0.04% of portfolio	366,754	Q4 2024 Reduced 0.58%
FNDB Schwab Fundamental U S Broad M ETFs	$0	$13.4 Million 0.04% of portfolio	576,193	Q4 2024 Added 201.05%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$10.7 Million 0.04% of portfolio	262,155	Q4 2024 Reduced 18.45%
TBUX T Rowe Price Exchange Traded F ETFs	$0	$12.5 Million 0.04% of portfolio	252,337	Q4 2024 Added 91.08%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$13.1 Million 0.04% of portfolio	514,006	Q4 2024 Added 8.09%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$12.4 Million 0.04% of portfolio	118,047	Q4 2024 Added 4.77%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$13 Million 0.04% of portfolio	122,873	Q4 2024 Added 78.1%
IVOO Vanguard S&P Mid Cap 400 ETF ETFs	$0	$10.9 Million 0.04% of portfolio	103,343	Q4 2024 Added 2.9%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$10.8 Million 0.04% of portfolio	223,221	Q4 2024 Reduced 26.92%
VCR Vanguard Consumer Discretionar ETFs	$0	$12.8 Million 0.04% of portfolio	34,021	Q4 2024 Added 0.29%
VDE Vanguard Energy ETF ETFs	$0	$12.8 Million 0.04% of portfolio	105,130	Q4 2024 Added 1.78%
VFH Vanguard Financial ETF ETFs	$0	$10.6 Million 0.04% of portfolio	89,878	Q4 2024 Added 3.4%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$11.4 Million 0.04% of portfolio	128,058	Q4 2024 Added 5.85%
VONE Vanguard Russell 1000 ETF ETFs	$0	$11.9 Million 0.04% of portfolio	44,645	Q4 2024 Added 648.57%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$10.7 Million 0.04% of portfolio	42,094	Q4 2024 Reduced 1.1%
FNGS Bank Of Montreal ETFs	$0	$9.5 Million 0.03% of portfolio	165,623	Q4 2024 Added 0.83%
DFAI Dimensional ETF Tr ETFs	$0	$9.33 Million 0.03% of portfolio	319,376	Q4 2024 Reduced 8.36%
DFIV Dimensional ETF Tr ETFs	$0	$8.84 Million 0.03% of portfolio	249,071	Q4 2024 Added 15.51%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$8.28 Million 0.03% of portfolio	200,738	Q4 2024 Added 8.58%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$10.1 Million 0.03% of portfolio	132,694	Q4 2024 Reduced 4.06%
FHLC Fidelity Covington Tr Msci Hea ETFs	$0	$8.61 Million 0.03% of portfolio	131,692	Q4 2024 Reduced 4.49%
EDOW First Tr Exchange Traded Fd ETFs	$0	$7.78 Million 0.03% of portfolio	214,540	Q4 2024 Added 258.68%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$8.36 Million 0.03% of portfolio	66,926	Q4 2024 Reduced 38.04%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$8.42 Million 0.03% of portfolio	155,497	Q4 2024 Added 45.81%

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