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
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$8.73 Million 0.03% of portfolio	304,362	Q4 2024 Added 1.05%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$8.92 Million 0.03% of portfolio	109,803	Q4 2024 Added 174.81%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$8.06 Million 0.03% of portfolio	107,810	Q4 2024 Reduced 24.61%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$10.1 Million 0.03% of portfolio	201,777	Q4 2024 Reduced 8.63%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$9.08 Million 0.03% of portfolio	197,604	Q4 2024 Added 4.22%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$10.1 Million 0.03% of portfolio	198,470	Q4 2024 Added 39.41%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$6.28 Million 0.02% of portfolio	62,967	Q4 2024 Reduced 31.0%
TAXF American Centy ETF Tr Diversif ETFs	$0	$4.58 Million 0.02% of portfolio	91,425	Q4 2024 Reduced 4.11%
FDG American Centy ETF Tr Focused ETFs	$0	$4.61 Million 0.02% of portfolio	44,428	Q4 2024 Added 77.04%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$5.99 Million 0.02% of portfolio	148,002	Q4 2024 Added 6.49%
YYY Amplify ETF Tr High Income ETF ETFs	$0	$5.22 Million 0.02% of portfolio	453,293	Q4 2024 Added 7.24%
SYLD Cambria Shareholder Yld ETF ETFs	$0	$5.12 Million 0.02% of portfolio	74,775	Q4 2024 Added 3.11%
FYLD Cambria Foreign Shareholder Yi ETFs	$0	$7.02 Million 0.02% of portfolio	278,335	Q4 2024 Added 4.53%
RECS Columbia ETF Tr I ETFs	$0	$5.11 Million 0.02% of portfolio	147,620	Q4 2024 Added 127.41%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$4.83 Million 0.02% of portfolio	118,006	Q4 2024 Reduced 23.34%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$7.38 Million 0.02% of portfolio	281,732	Q4 2024 Added 5.85%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$6.24 Million 0.02% of portfolio	241,366	Q4 2024 Added 11.3%
DFAX Dimensional ETF Tr	$0	$4.71 Million 0.02% of portfolio	189,475	Q4 2024 Reduced 45.7%
PFLD ETF Ser Solutions Aam Low Dura ETFs	$0	$5.65 Million 0.02% of portfolio	274,733	Q4 2024 Added 9.9%
PFFA Etfis Ser Tr I ETFs	$0	$5.5 Million 0.02% of portfolio	251,130	Q4 2024 Added 96.19%
VOTE Engine No 1 ETF Tr ETFs	$0	$5.37 Million 0.02% of portfolio	78,100	Q4 2024 Reduced 6.73%
FSMD Fidelity Covington Tr Small Mi ETFs	$0	$6.45 Million 0.02% of portfolio	156,605	Q4 2024 Added 235.17%
FDRR Fidelity Covington Tr Divid Et ETFs	$0	$4.52 Million 0.02% of portfolio	88,026	Q4 2024 Added 1.06%
FPX First Trust Us Equity Opportun ETFs	$0	$7.09 Million 0.02% of portfolio	59,359	Q4 2024 Added 30.74%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$5.22 Million 0.02% of portfolio	31,407	Q4 2024 Added 26.01%
FRI First Tr S&P Reit Index Fd ETFs	$0	$5.43 Million 0.02% of portfolio	198,256	Q4 2024 Reduced 44.85%
FXN First Tr Exchange Traded Fd Fi ETFs	$0	$4.54 Million 0.02% of portfolio	277,756	Q4 2024 Added 13.11%
FXH First Tr Exchange Trd Fd Healt ETFs	$0	$7.09 Million 0.02% of portfolio	68,041	Q4 2024 Reduced 6.75%
FXL First Tr Exchange Traded Fd Fi ETFs	$0	$6.58 Million 0.02% of portfolio	44,302	Q4 2024 Added 4.97%
FTRI First Tr ETF Fd Ii First Tr In ETFs	$0	$5.66 Million 0.02% of portfolio	470,244	Q4 2024 Reduced 0.97%
FNX First Tr Mid Cap Core Alphadex ETFs	$0	$6.36 Million 0.02% of portfolio	54,927	Q4 2024 Reduced 31.31%
FDT First Trust Developed Markets ETFs	$0	$5.28 Million 0.02% of portfolio	97,574	Q4 2024 Reduced 43.94%
FYC First Trust Small Cap Growth A ETFs	$0	$6.56 Million 0.02% of portfolio	84,686	Q4 2024 Reduced 2.16%
EMLP First Tr Exchange Traded Iv ETFs	$0	$7.12 Million 0.02% of portfolio	199,821	Q4 2024 Added 17.89%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$5.94 Million 0.02% of portfolio	123,008	Q4 2024 Added 15.99%
HDMV First Tr ETF Iii Horizon Manag ETFs	$0	$4.72 Million 0.02% of portfolio	164,020	Q4 2024 Reduced 3.09%
YMAR First Tr Ex Tr Viii Cboe Vest	$0	$6.35 Million 0.02% of portfolio	278,637	Q4 2024 Reduced 13.21%
FJUN First Tr Ex Trd Viii Cboe Vest Technology	$0	$5.16 Million 0.02% of portfolio	100,338	Q4 2024 Reduced 3.3%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.07 Million 0.02% of portfolio	106,094	Q4 2024 Added 125.8%
FAUG First Tr ETF Viii Cboe Vest Us ETFs	$0	$4.54 Million 0.02% of portfolio	97,569	Q4 2024 Reduced 3.89%
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$7.25 Million 0.02% of portfolio	162,709	Q4 2024 Added 3.6%
HSMV First Tr Exchange Trd Fd Iii H ETFs	$0	$4.84 Million 0.02% of portfolio	135,221	Q4 2024 Reduced 4.59%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$5.94 Million 0.02% of portfolio	98,126	Q4 2024 Reduced 20.51%
PFFV Global X Variable Rate Preferr Technology	$0	$6.1 Million 0.02% of portfolio	258,814	Q4 2024 Added 153.2%
AIQ Global X Funds Global X Artifi ETFs	$0	$5.24 Million 0.02% of portfolio	135,606	Q4 2024 Added 7.76%
BOTZ Global X Fds ETFs	$0	$5.95 Million 0.02% of portfolio	186,261	Q4 2024 Reduced 0.36%
JUST Goldman Sachs ETF Tr Just Us L ETFs	$0	$6.32 Million 0.02% of portfolio	75,968	Q4 2024 Added 2.11%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$7.18 Million 0.02% of portfolio	62,296	Q4 2024 Reduced 21.51%
AAAU Goldman Sachs Physical Gold ETF ETFs	$963M	$5.67 Million 0.02% of portfolio	218,425	Q4 2024 Added 26.39%
HGER Harbor ETF Tr All Weather Infl	$0	$6.2 Million 0.02% of portfolio	279,859	Q4 2024 Added 5.71%

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