Cambridge Investment Research Advisors, Inc. Purchases in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYLS
First Tr Tactical High Yield L

ETFs
115K
+ 127.73%
$40.95 - $41.77 $4.72M - $4.81M
205K $8.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
9.81K
+ 8.26%
$308.86 - $455.36 $3.03M - $4.47M
129K $45.3M
T Rowe Price
187K
+ 12.69%
N/A
1.66M $53.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
87.9K
+ 19.64%
$49.22 - $51.73 $4.33M - $4.55M
535K $27.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
41.5K
+ 3.16%
$76.94 - $78.28 $3.19M - $3.25M
1.35M $106M
RWAY
Runway Growth Finance Corp.

Financial Services
440K
New
$10.35 - $11.63 $4.55M - $5.11M
440K $4.55M
MCK
Mckesson Corp

Healthcare
3.66K
+ 18.89%
$566.21 - $672.99 $2.07M - $2.46M
23K $15.5M
Capital Group
146K
+ 203.9%
N/A
217K $6.36M
FJAN
First Exc Trd Viii Cboe Vest U
103K
+ 89.67%
N/A
218K $9.67M
Capital Group Dividend Growe
120K
+ 24.82%
N/A
604K $18.7M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
104K
+ 47.42%
$26.05 - $30.88 $2.7M - $3.2M
322K $9.94M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
163K
+ 1030.67%
$22.45 - $26.94 $3.65M - $4.38M
178K $4.61M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
85.4K
+ 28.08%
N/A
389K $18M
J P Morgan Exchange Traded
76.5K
+ 258.44%
N/A
106K $5.68M
Vanguard Malvern Fds
51.7K
+ 642.41%
N/A
59.7K $4.63M
NEM
Newmont Corp

Basic Materials
52.4K
+ 39.73%
$37.79 - $48.39 $1.98M - $2.54M
184K $8.9M
O
Realty Income Corp

Real Estate
27.1K
+ 5.19%
$51.67 - $58.49 $1.4M - $1.59M
550K $31.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31.1K
+ 3.65%
$73.78 - $76.59 $2.3M - $2.38M
884K $67.7M
PGR
Progressive Corp

Financial Services
3.79K
+ 5.83%
$235.61 - $291.22 $892K - $1.1M
68.8K $19.5M
Bowhead Specialty Hldgs
95.7K
New
N/A
95.7K $3.89M
AFL
Aflac Inc

Financial Services
28.5K
+ 30.83%
$100.99 - $111.19 $2.88M - $3.17M
121K $13.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
61.3K
+ 6.86%
$42.5 - $46.71 $2.6M - $2.86M
955K $43.2M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
103K
+ 643.0%
$34.25 - $37.6 $3.54M - $3.89M
120K $4.4M
DJP
Barclays Bank PLC

ETFs
109K
New
N/A
109K $3.83M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.3K
+ 2.22%
$33.84 - $37.77 $924K - $1.03M
1.26M $45.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
20K
+ 13.06%
$302.31 - $337.54 $6.06M - $6.76M
173K $53.2M
MDT
Medtronic PLC

Healthcare
24.8K
+ 16.34%
$79.84 - $94.5 $1.98M - $2.34M
176K $15.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
127K
+ 41.67%
$28.55 - $29.09 $3.62M - $3.69M
431K $12.4M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
22.9K
+ 77.96%
$152.57 - $163.66 $3.49M - $3.74M
52.2K $8.18M
UNH
Unitedhealth Group Inc

Healthcare
2.93K
+ 2.53%
$461.52 - $548.18 $1.35M - $1.61M
119K $62.1M
MOTI
Vaneck Morningstar Internation

ETFs
104K
+ 565.07%
$29.35 - $35.37 $3.05M - $3.68M
122K $4.07M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
130K
+ 42.11%
$26.64 - $27.14 $3.46M - $3.53M
439K $11.8M
EMLP
First Tr Exchange Traded Iv

ETFs
81.7K
+ 40.9%
$35.79 - $38.28 $2.92M - $3.13M
282K $10.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
73.4K
+ 3.73%
$56.17 - $59.71 $4.12M - $4.38M
2.04M $117M
AEP
American Electric Power CO Inc

Utilities
11.1K
+ 8.53%
$90.32 - $109.27 $1M - $1.21M
141K $15.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
32K
+ 5.2%
$100.32 - $100.76 $3.21M - $3.22M
648K $65.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.8K
+ 1.96%
$126.11 - $135.06 $2.12M - $2.27M
876K $113M
LNG
Cheniere Energy, Inc.

Energy
12.5K
+ 47.36%
$209.32 - $253.66 $2.62M - $3.18M
39K $9.03M
FDVV
Fidelity High Dividend ETF

ETFs
71.3K
+ 11.98%
$48.86 - $52.28 $3.48M - $3.73M
666K $33M
FSMD
Fidelity Covington Tr Small Mi

ETFs
92.8K
+ 59.24%
$38.04 - $43.22 $3.53M - $4.01M
249K $9.77M
Capital Grp
106K
+ 10.63%
N/A
1.11M $29.1M
ELV
Elevance Health, Inc.

Healthcare
2.9K
+ 9.54%
$365.9 - $436.25 $1.06M - $1.27M
33.3K $14.5M
GDMN
Wisdomtree Tr Efficient Gold P
70.9K
+ 608.54%
$28.97 - $43.56 $2.05M - $3.09M
82.6K $3.6M
ED
Consolidated Edison Inc

Utilities
13.8K
+ 17.44%
$88.0 - $110.59 $1.21M - $1.52M
92.6K $10.2M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
196K
+ 43.81%
$15.0 - $15.91 $2.95M - $3.13M
645K $10M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.07K
+ 2.28%
$74.85 - $84.89 $679K - $770K
407K $33.2M
FLQH
Franklin Templeton Libertyq In

ETFs
30K
+ 3.52%
N/A
880K $28.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
53.1K
+ 13.55%
$62.72 - $71.92 $3.33M - $3.82M
445K $28M
LVHI
Franklin International Low Vol

ETFs
88.8K
+ 60.03%
$30.53 - $32.85 $2.71M - $2.92M
237K $7.66M
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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