Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $27.1 Billion
  • Q2 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $27.1 Billion distributed in 3309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $938M, Vanguard Index Fds S&P 500 ETF with a value of $897M, Nvidia Corp with a value of $713M, Invesco Qqq Trust, Series 1 with a value of $611M, and Ishares Core S&P 500 ETF with a value of $558M.

Examining the 13F form we can see an increase of $1.07B in the current position value, from $26B to 27.1B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $27.1 Billion
ETFs: $16 Billion
Technology: $3.27 Billion
Financial Services: $1.55 Billion
Consumer Cyclical: $1.05 Billion
Healthcare: $914 Million
Industrials: $749 Million
Communication Services: $732 Million
Consumer Defensive: $624 Million
Other: $1.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$938 Million 3.47% of portfolio
4,452,615
Q2 2024 Reduced 1.94%
$0
$897 Million 3.32% of portfolio
1,793,663
Q2 2024 Reduced 6.95%
$282B
$713 Million 2.64% of portfolio
5,771,624
Q2 2024 Added 904.66%
$0
$611 Million 2.26% of portfolio
1,275,526
Q2 2024 Reduced 14.77%
$0
$558 Million 2.06% of portfolio
1,019,348
Q2 2024 Reduced 0.29%
$3.17T
$533 Million 1.97% of portfolio
1,193,445
Q2 2024 Reduced 1.18%
$1.86T
$449 Million 1.66% of portfolio
2,323,770
Q2 2024 Added 0.14%
$0
$438 Million 1.62% of portfolio
1,638,923
Q2 2024 Added 0.13%
$0
$392 Million 1.45% of portfolio
6,508,746
Q2 2024 Reduced 1.09%
$0
$317 Million 1.17% of portfolio
581,892
Q2 2024 Added 0.45%
$569B
$265 Million 0.98% of portfolio
652,353
Q2 2024 Added 4.02%
$0
$237 Million 0.88% of portfolio
4,353,982
Q2 2024 Added 8.94%
$0
$193 Million 0.71% of portfolio
2,680,936
Q2 2024 Added 2.62%
$997B
$180 Million 0.67% of portfolio
989,570
Q2 2024 Added 0.87%
$0
$169 Million 0.62% of portfolio
451,861
Q2 2024 Added 4.21%
$0
$166 Million 0.61% of portfolio
2,132,380
Q2 2024 Reduced 6.04%
$765B
$152 Million 0.56% of portfolio
167,879
Q2 2024 Added 1.48%
$0
$152 Million 0.56% of portfolio
831,928
Q2 2024 Added 0.19%
$1.03T
$146 Million 0.54% of portfolio
794,891
Q2 2024 Reduced 2.54%
$1.05T
$146 Million 0.54% of portfolio
289,443
Q2 2024 Added 3.64%
$0
$129 Million 0.48% of portfolio
2,642,384
Q2 2024 Reduced 2.25%
$489B
$128 Million 0.47% of portfolio
1,112,196
Q2 2024 Added 5.54%
$0
$127 Million 0.47% of portfolio
2,563,714
Q2 2024 Added 1.38%
$0
$124 Million 0.46% of portfolio
1,282,016
Q2 2024 Added 13.58%
$0
$125 Million 0.46% of portfolio
1,485,830
Q2 2024 Added 19.8%
$0
$120 Million 0.45% of portfolio
1,882,316
Q2 2024 Reduced 6.84%
$0
$123 Million 0.45% of portfolio
543,171
Q2 2024 Reduced 17.58%
$623B
$120 Million 0.44% of portfolio
592,618
Q2 2024 Reduced 2.31%
$0
$115 Million 0.43% of portfolio
3,496,460
Q2 2024 Added 7.91%
$0
$114 Million 0.42% of portfolio
1,130,246
Q2 2024 Added 214.3%
$0
$108 Million 0.4% of portfolio
1,174,480
Q2 2024 Added 10.61%
$694B
$107 Million 0.4% of portfolio
540,610
Q2 2024 Added 0.79%
$0
$106 Million 0.39% of portfolio
1,929,784
Q2 2024 Added 2.86%
$0
$105 Million 0.39% of portfolio
1,856,788
Q2 2024 Reduced 13.44%
$76.1B
$106 Million 0.39% of portfolio
492,565
Q2 2024 Added 10.68%
$362B
$102 Million 0.38% of portfolio
120,352
Q2 2024 Added 0.29%
$0
$102 Million 0.38% of portfolio
623,474
Q2 2024 Added 5.47%
$401B
$102 Million 0.38% of portfolio
618,995
Q2 2024 Reduced 1.32%
$0
$104 Million 0.38% of portfolio
1,354,512
Q2 2024 Reduced 9.16%
$424B
$99.5 Million 0.37% of portfolio
379,139
Q2 2024 Added 0.75%
$0
$98.2 Million 0.36% of portfolio
574,950
Q2 2024 Added 7.0%
$61.4B
$95 Million 0.35% of portfolio
59,156
Q2 2024 Added 7.8%
$0
$95.2 Million 0.35% of portfolio
563,921
Q2 2024 Reduced 8.88%
$0
$91 Million 0.34% of portfolio
1,082,732
Q2 2024 Added 0.72%
$0
$92.9 Million 0.34% of portfolio
433,007
Q2 2024 Added 8.5%
$0
$93.1 Million 0.34% of portfolio
784,981
Q2 2024 Added 1.81%
$0
$89.3 Million 0.33% of portfolio
964,618
Q2 2024 Added 22.6%
$0
$89.3 Million 0.33% of portfolio
808,403
Q2 2024 Added 286.94%
$0
$82.7 Million 0.31% of portfolio
1,388,183
Q2 2024 Added 4.24%

Summary

  • Portfolio
  • No. of Stocks 3,309
  • Current Value $27.1 Billion
  • Prior Value $26 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 185 stocks
  • Additional Purchases 1,541 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,496 stocks
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email