Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q4 2024

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-390K
- 38.76%
$100.22 - $100.73 $39M - $39.2M
616K $61.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-244K
- 26.34%
$87.1 - $98.49 $21.2M - $24M
681K $59.5M
VDC
Vanguard Consumer Staples ETF

ETFs
-110K
- 48.9%
$210.96 - $223.62 $23.1M - $24.5M
115K $24.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-206K
- 45.51%
$106.33 - $110.69 $21.9M - $22.8M
246K $26.3M
LLY
Eli Lilly & CO

Healthcare
-5.63K
- 3.42%
$727.2 - $932.06 $4.09M - $5.25M
159K $123M
HEFA
Ishares Currency Hedged Msci E

ETFs
-632K
- 55.19%
$34.42 - $35.88 $21.7M - $22.7M
513K $17.8M
VHT
Vanguard Health Care ETF

ETFs
-63.5K
- 33.06%
$250.81 - $283.3 $15.9M - $18M
129K $32.6M
AMD
Advanced Micro Devices Inc

Technology
-11.6K
- 2.55%
$118.88 - $172.8 $1.38M - $2M
444K $53.6M
XLK
Technology Sector Spdr

ETFs
-108K
- 17.99%
$220.26 - $241.44 $23.7M - $26M
490K $114M
VGIT
Vanguard Intermediate Term Tre

ETFs
-309K
- 52.83%
$57.78 - $60.4 $17.9M - $18.7M
276K $16M
MSFT
Microsoft Corp

Technology
-16.4K
- 1.36%
$406.35 - $454.46 $6.65M - $7.44M
1.19M $500M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-501K
- 25.95%
$33.92 - $36.6 $17M - $18.3M
1.43M $49.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-188K
- 39.94%
$70.1 - $76.53 $13.2M - $14.4M
282K $20M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-273K
- 23.74%
$51.09 - $55.27 $13.9M - $15.1M
877K $44.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-80.6K
- 2.67%
$71.75 - $75.11 $5.78M - $6.06M
2.94M $212M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-215K
- 11.44%
$43.84 - $48.76 $9.42M - $10.5M
1.66M $73.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-276K
- 19.41%
$50.0 - $50.27 $13.8M - $13.9M
1.14M $57.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-285K
- 39.71%
$33.77 - $44.09 $9.62M - $12.6M
432K $14.7M
NVO
Novo Nordisk A S

Healthcare
-58.3K
- 23.7%
$85.0 - $120.04 $4.96M - $7M
188K $16.1M
UNH
Unitedhealth Group Inc

Healthcare
-5.89K
- 4.84%
$485.52 - $625.25 $2.86M - $3.68M
116K $58.5M
XLU
Utilities Sector Spdr

ETFs
-124K
- 21.68%
$74.89 - $82.93 $9.3M - $10.3M
448K $33.9M
XOM
Exxon Mobil Corp

Energy
-6.71K
- 0.58%
$105.51 - $125.37 $708K - $841K
1.16M $125M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-125K
- 55.87%
$90.66 - $99.46 $11.3M - $12.4M
98.8K $8.99M
XLV
Select Sector Spdr Fund Health

ETFs
-36.8K
- 9.71%
$136.28 - $154.74 $5.02M - $5.7M
343K $47.1M
JNJ
Johnson & Johnson

Healthcare
-21.4K
- 4.65%
$143.34 - $165.86 $3.07M - $3.55M
439K $63.5M
ABBV
Abb Vie Inc.

Healthcare
-5.26K
- 1.06%
$164.99 - $203.87 $868K - $1.07M
490K $87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-74.4K
- 5.09%
$88.59 - $94.57 $6.59M - $7.04M
1.39M $123M
Tidal Tr Ii Ret Stckd
-387K
- 66.97%
N/A
191K $4.43M
SFLR
Innovator Etfs Tr Equity Manag
-316K
- 73.71%
N/A
113K $3.68M
YEAR
Ab Active Etfs Inc Ultra Short
-191K
- 56.16%
N/A
149K $7.5M
LMT
Lockheed Martin Corp

Industrials
-4.68K
- 6.18%
$479.66 - $614.62 $2.25M - $2.88M
71.1K $34.5M
Tidal Tr Ii Return Stckd
-386K
- 74.87%
N/A
129K $3.09M
CL
Colgate Palmolive CO

Consumer Defensive
-72.6K
- 36.7%
$90.22 - $102.31 $6.55M - $7.43M
125K $11.4M
IDV
Ishares Tr

ETFs
-291K
- 70.56%
$27.03 - $29.92 $7.85M - $8.69M
121K $3.32M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-174K
- 36.33%
$50.67 - $50.9 $8.82M - $8.86M
305K $15.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-49.3K
- 1.09%
$56.06 - $61.35 $2.76M - $3.02M
4.45M $251M
VPU
Vanguard Utilities ETF

ETFs
-42.6K
- 26.88%
$160.52 - $179.11 $6.84M - $7.63M
116K $18.9M
J P Morgan Exchange Traded F Hedged
-143K
- 22.19%
N/A
502K $31.2M
GE
General Electric CO

Industrials
-24.4K
- 12.68%
$159.95 - $194.23 $3.91M - $4.75M
168K $28.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-14.4K
- 31.15%
$563.99 - $620.12 $8.1M - $8.9M
31.7K $18.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-134K
- 11.45%
$59.74 - $60.03 $8.03M - $8.06M
1.04M $62.1M
MRK
Merck & Co., Inc.

Healthcare
-13.4K
- 2.89%
$96.31 - $114.76 $1.29M - $1.54M
451K $44.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-71.3K
- 44.06%
$104.59 - $118.05 $7.46M - $8.41M
90.5K $9.83M
CHE
Chemed Corp

Healthcare
-12.4K
- 88.8%
$517.44 - $613.19 $6.43M - $7.62M
1.57K $831K
Innovator Etfs Trust
-290K
- 70.71%
N/A
120K $3.01M
NEE
Nextera Energy Inc

Utilities
-4.11K
- 0.77%
$69.77 - $85.43 $287K - $351K
529K $37.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-88.9K
- 5.68%
$45.07 - $47.1 $4M - $4.18M
1.47M $66.7M
AMGN
Amgen Inc

Healthcare
-553
- 0.51%
$258.78 - $328.31 $143K - $182K
108K $28.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-33.9K
- 5.58%
$176.42 - $186.91 $5.98M - $6.34M
574K $102M
Activity Summary
Buys All Purchases 1879 New Holdings 261 Increased Positions 1618 Sells All Sells 1501 Reductions 1501 Sold out 0 Options Calls 0 Puts 0
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