Cambridge Investment Research Advisors, Inc. Incresed Positions in Q2 2025

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IPKW
Invesco ETF Tr Ii Internationa

ETFs
420
+ 2.27%
$38.78 - $49.2 $16.3K - $20.7K
19K $923K
PHK
Pimco High Income Fund

Financial Services
24K
+ 5.59%
$4.43 - $4.88 $106K - $117K
454K $2.18M
ESE
Esco Technologies Inc

Technology
45
+ 2.2%
$139.86 - $194.5 $6.29K - $8.75K
2.09K $401K
EWA
Ishares Msci Australia ETF

ETFs
1.88K
+ 21.18%
$20.82 - $26.71 $39.1K - $50.2K
10.8K $283K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.18K
+ 8.29%
$22.09 - $22.44 $70.3K - $71.4K
41.6K $929K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
8.31K
+ 30.91%
$7.75 - $9.2 $64.4K - $76.4K
35.2K $317K
PEGA
Pegasystems Inc

Technology
2.22K
+ 74.62%
$49.95 - $103.29 $111K - $230K
5.2K $282K
GUNR
Flexshares Tr Morningstar Glob

ETFs
836
+ 2.68%
$33.77 - $41.16 $28.2K - $34.4K
32K $1.28M
LYG
Lloyds Banking Group PLC

Financial Services
5.01K
+ 4.09%
$3.32 - $4.29 $16.6K - $21.5K
128K $542K
PR
Permian Resources Corporation

Energy
5.97K
+ 19.44%
$10.36 - $14.93 $61.8K - $89.1K
36.7K $499K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
521
+ 5.77%
$44.64 - $55.3 $23.3K - $28.8K
9.54K $528K
FTF
Franklin LTD Duration Income Trust

Financial Services
11.6K
+ 79.79%
$5.86 - $6.47 $67.8K - $74.8K
26.1K $167K
DBA
Invesco Db Agriculture Fund

ETFs
3K
+ 9.81%
$25.27 - $27.68 $75.7K - $83K
33.5K $877K
JPUS
Jpmorgan Diversified Return Us

ETFs
100
+ 0.49%
$102.8 - $118.19 $10.3K - $11.8K
20.4K $2.41M
FCEF
First Tr Exchange Traded Fd Vi
156
+ 0.17%
N/A
93.6K $2.1M
IDA
Idacorp Inc

Utilities
637
+ 25.61%
$111.01 - $119.72 $70.7K - $76.3K
3.12K $361K
ING
Ing Groep Nv

Financial Services
840
+ 3.6%
$16.62 - $21.98 $14K - $18.5K
24.2K $529K
JEF
Jefferies Financial Group Inc.

Financial Services
1.23K
+ 29.78%
$41.06 - $56.09 $50.6K - $69.2K
5.37K $294K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
23
+ 0.33%
$91.51 - $113.03 $2.1K - $2.6K
7.06K $798K
GLOB
Globant S.A.

Technology
1.65K
+ 55.9%
$87.63 - $140.36 $144K - $231K
4.59K $417K
CSWI
Csw Industrials, Inc.

Industrials
269
+ 17.04%
$254.34 - $336.43 $68.4K - $90.5K
1.85K $530K
CNC
Centene Corp

Healthcare
2.23K
+ 28.05%
$53.4 - $64.29 $119K - $143K
10.2K $552K
GPI
Group 1 Automotive Inc

Consumer Cyclical
34
+ 3.32%
$372.3 - $448.86 $12.7K - $15.3K
1.06K $462K
HTGC
Hercules Capital, Inc.

Financial Services
11.6K
+ 7.58%
$16.24 - $19.1 $189K - $222K
165K $3.01M
HCI
Hci Group, Inc.

Financial Services
405
+ 15.35%
$137.07 - $171.28 $55.5K - $69.4K
3.04K $463K
BTO
John Hancock Financial Opportunities Fund

Financial Services
539
+ 1.44%
$28.44 - $35.42 $15.3K - $19.1K
38K $1.35M
HLI
Houlihan Lokey, Inc.

Financial Services
11
+ 0.3%
$141.59 - $182.75 $1.56K - $2.01K
3.62K $652K
SAN
Banco Santander, S.A.

Financial Services
2.45K
+ 8.25%
$5.72 - $8.32 $14K - $20.4K
32.2K $267K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
64
+ 0.82%
N/A
7.91K $538K
SQEW
Two Rds Shared Tr Leadershares

ETFs
431
+ 1.27%
$27.51 - $32.95 $11.9K - $14.2K
34.5K $1.13M
VFMV
Vanguard Wellington Fd

ETFs
198
+ 0.69%
$114.53 - $128.23 $22.7K - $25.4K
28.7K $3.68M
ITRI
Itron, Inc.

Technology
5
+ 0.2%
$92.04 - $132.78 $460 - $664
2.5K $329K
NMAI
Nuveen Multi Asset Income Fund

ETFs
4.09K
+ 16.25%
$10.75 - $12.65 $43.9K - $51.7K
29.2K $369K
T Rowe Price
565
+ 1.35%
N/A
42.5K $1.4M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
3.52K
+ 3.66%
$11.91 - $13.4 $41.9K - $47.2K
99.7K $1.31M
FRT
Federal Realty Investment Trust

Real Estate
908
+ 12.75%
$83.56 - $99.08 $75.9K - $90K
8.03K $763K
IDNA
Ishares Tr Genomics Immunology

ETFs
3.23K
+ 16.33%
$17.92 - $21.5 $57.9K - $69.5K
23K $472K
ACTV
Two Rds Shared Tr Leadershares

ETFs
646
+ 1.81%
$27.29 - $31.62 $17.6K - $20.4K
36.4K $1.15M
OWL
Blue Owl Capital Inc.

Financial Services
4.04K
+ 28.46%
$15.9 - $21.16 $64.3K - $85.5K
18.2K $350K
MATX
Matson, Inc.

Industrials
1.62K
+ 23.54%
$93.11 - $132.21 $150K - $214K
8.48K $944K
EWX
Spdr S&P Emerging Markets Smal

ETFs
391
+ 5.19%
$49.89 - $62.13 $19.5K - $24.3K
7.92K $491K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
510
+ 15.98%
$81.84 - $93.53 $41.7K - $47.7K
3.7K $343K
AVIV
American Centy ETF Tr Avantis
700
+ 18.79%
$50.27 - $62.84 $35.2K - $44K
4.43K $275K
NNN
National Retail Properties, Inc.

Real Estate
1.12K
+ 3.92%
$37.56 - $43.42 $42.1K - $48.7K
29.7K $1.28M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
877
+ 10.68%
$72.34 - $83.73 $63.4K - $73.4K
9.09K $738K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
323
+ 16.04%
$94.74 - $118.43 $30.6K - $38.3K
2.34K $277K
EVN
Eaton Vance Municipal Income Trust

Financial Services
6.36K
+ 8.41%
$9.82 - $10.45 $62.5K - $66.5K
82K $839K
FDEM
Fidelity Emerging Markets Mult
762
+ 4.43%
N/A
18K $502K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.46K
+ 11.52%
$25.0 - $30.93 $36.4K - $45K
14.1K $406K
Activity Summary
Buys All Purchases 2009 New Holdings 307 Increased Positions 1702 Sells All Sells 1528 Reductions 1528 Sold out 0 Options Calls 0 Puts 0
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