Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.4 Billion
  • Q3 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.4 Billion distributed in 3409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.05B, Vanguard Index Fds S&P 500 ETF with a value of $975M, Nvidia Corp with a value of $685M, Invesco Qqq Trust, Series 1 with a value of $624M, and Ishares Core S&P 500 ETF with a value of $603M.

Examining the 13F form we can see an increase of $2.35B in the current position value, from $27.1B to 29.4B.

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

Portfolio value $29.4 Billion
ETFs: $17.3 Billion
Technology: $3.4 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $953 Million
Industrials: $812 Million
Communication Services: $756 Million
Consumer Defensive: $712 Million
Other: $1.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$1.05 Billion 3.58% of portfolio
4,514,910
Q3 2024 Added 1.4%
$0
$975 Million 3.32% of portfolio
1,847,742
Q3 2024 Added 3.02%
$364B
$685 Million 2.33% of portfolio
5,641,567
Q3 2024 Reduced 2.25%
$0
$624 Million 2.12% of portfolio
1,278,075
Q3 2024 Added 0.2%
$0
$603 Million 2.05% of portfolio
1,045,278
Q3 2024 Added 2.54%
$0
$536 Million 1.82% of portfolio
1,891,850
Q3 2024 Added 15.43%
$3.1T
$518 Million 1.76% of portfolio
1,203,134
Q3 2024 Added 0.81%
$2.07T
$439 Million 1.49% of portfolio
2,354,746
Q3 2024 Added 1.33%
$0
$407 Million 1.38% of portfolio
6,282,301
Q3 2024 Reduced 3.48%
$0
$334 Million 1.14% of portfolio
582,352
Q3 2024 Added 0.08%
$610B
$312 Million 1.06% of portfolio
678,477
Q3 2024 Added 4.0%
$0
$260 Million 0.89% of portfolio
4,499,990
Q3 2024 Added 3.35%
$0
$227 Million 0.77% of portfolio
3,024,971
Q3 2024 Added 12.83%
$0
$189 Million 0.64% of portfolio
2,236,466
Q3 2024 Added 4.88%
$0
$178 Million 0.61% of portfolio
1,019,411
Q3 2024 Added 2.15%
$0
$176 Million 0.6% of portfolio
889,932
Q3 2024 Added 6.97%
$1.06T
$162 Million 0.55% of portfolio
977,679
Q3 2024 Reduced 1.2%
$1.26T
$161 Million 0.55% of portfolio
281,943
Q3 2024 Reduced 2.59%
$1.08T
$151 Million 0.51% of portfolio
901,765
Q3 2024 Added 13.45%
$716B
$146 Million 0.5% of portfolio
164,834
Q3 2024 Reduced 1.81%
$0
$138 Million 0.47% of portfolio
3,787,405
Q3 2024 Added 8.32%
$501B
$137 Million 0.46% of portfolio
1,165,954
Q3 2024 Added 4.83%
$0
$135 Million 0.46% of portfolio
597,495
Q3 2024 Added 10.0%
$0
$131 Million 0.45% of portfolio
1,294,600
Q3 2024 Added 0.98%
$0
$133 Million 0.45% of portfolio
1,462,009
Q3 2024 Reduced 1.6%
$84.4B
$134 Million 0.45% of portfolio
549,566
Q3 2024 Added 11.57%
$1.08T
$132 Million 0.45% of portfolio
505,065
Q3 2024 Reduced 6.57%
$0
$133 Million 0.45% of portfolio
2,517,501
Q3 2024 Reduced 1.8%
$706B
$127 Million 0.43% of portfolio
602,385
Q3 2024 Added 1.65%
$0
$127 Million 0.43% of portfolio
2,516,880
Q3 2024 Reduced 4.75%
$0
$124 Million 0.42% of portfolio
2,088,306
Q3 2024 Added 8.21%
$0
$118 Million 0.4% of portfolio
657,543
Q3 2024 Added 5.46%
$66.1B
$115 Million 0.39% of portfolio
663,970
Q3 2024 Added 1,022.41%
$0
$116 Million 0.39% of portfolio
1,947,007
Q3 2024 Added 4.86%
$0
$114 Million 0.39% of portfolio
1,239,128
Q3 2024 Added 5.5%
$0
$111 Million 0.38% of portfolio
1,639,393
Q3 2024 Reduced 12.91%
$411B
$109 Million 0.37% of portfolio
123,259
Q3 2024 Added 2.42%
$0
$109 Million 0.37% of portfolio
608,044
Q3 2024 Added 5.76%
$405B
$109 Million 0.37% of portfolio
631,515
Q3 2024 Added 2.02%
$0
$104 Million 0.35% of portfolio
1,315,463
Q3 2024 Reduced 2.88%
$0
$103 Million 0.35% of portfolio
804,162
Q3 2024 Added 2.44%
$0
$103 Million 0.35% of portfolio
567,458
Q3 2024 Added 0.63%
$503B
$103 Million 0.35% of portfolio
374,450
Q3 2024 Reduced 1.24%
$0
$100 Million 0.34% of portfolio
456,345
Q3 2024 Added 5.39%
$0
$101 Million 0.34% of portfolio
1,005,145
Q3 2024 Reduced 11.07%
$297B
$97.8 Million 0.33% of portfolio
495,071
Q3 2024 Added 3.73%
$0
$95.3 Million 0.32% of portfolio
1,049,603
Q3 2024 Reduced 3.06%
$409B
$92.7 Million 0.32% of portfolio
228,729
Q3 2024 Added 1.66%
$0
$95.3 Million 0.32% of portfolio
995,646
Q3 2024 Added 3.22%

Summary

  • Portfolio
  • No. of Stocks 3,409
  • Current Value $29.4 Billion
  • Prior Value $27.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 251 stocks
  • Additional Purchases 1,699 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,368 stocks
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