Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ANNX
Annexon, Inc.

Healthcare
-500
- 4.46%
$1.93 - $5.5 $965 - $2.75K
10.7K $21K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-594
- 1.89%
$24.57 - $26.23 $14.6K - $15.6K
30.9K $758K
NMFC
New Mountain Finance Corp

Financial Services
-283
- 0.2%
$10.89 - $12.02 $3.08K - $3.4K
143K $1.58M
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
-3.94K
- 17.2%
$11.43 - $11.87 $45K - $46.8K
19K $224K
AVK
Advent Convertible & Income Fund

Financial Services
-1.52K
- 2.1%
$11.44 - $12.34 $17.4K - $18.8K
71K $819K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-1.94K
- 14.1%
$19.17 - $20.25 $37.2K - $39.3K
11.8K $230K
RRC
Range Resources Corp

Energy
-2.5K
- 15.18%
$35.22 - $41.29 $88.1K - $103K
14K $558K
AROC
Archrock, Inc.

Energy
-2.04K
- 14.14%
$22.72 - $30.34 $46.3K - $61.8K
12.4K $325K
FFIN
First Financial Bankshares Inc

Financial Services
-774
- 1.63%
$34.78 - $38.52 $26.9K - $29.8K
46.6K $1.68M
PSR
Invesco Actively

ETFs
-460
- 11.73%
$86.57 - $95.84 $39.8K - $44.1K
3.46K $320K
NNOX
Nano X Imaging Ltd.

Healthcare
-1.62K
- 13.62%
$5.0 - $9.97 $8.08K - $16.1K
10.2K $51K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
-653
- 5.6%
$17.74 - $21.48 $11.6K - $14K
11K $195K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-135
- 1.47%
$49.54 - $55.15 $6.69K - $7.45K
9.02K $455K
DEA
Easterly Government Properties, Inc.

Real Estate
-1.35K
- 5.53%
$10.26 - $11.77 $13.8K - $15.8K
23K $243K
HTRB
Hartford Fds Total Return Bd E

ETFs
-1.17K
- 8.31%
$33.03 - $34.09 $38.6K - $39.9K
12.9K $436K
PAYC
Paycom Software, Inc.

Technology
-1.08K
- 7.19%
$199.42 - $225.82 $215K - $244K
13.9K $3.04M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-757
- 8.77%
N/A
7.87K $382K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-676
- 6.49%
$26.53 - $29.63 $17.9K - $20K
9.74K $262K
AVMU
American Centy ETF Travantis C

ETFs
-385
- 1.7%
$45.11 - $46.66 $17.4K - $18K
22.3K $1.01M
Innovator Etfs Trust
-1.42K
- 10.76%
N/A
11.8K $356K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.21K
- 2.14%
$74.87 - $79.99 $90.7K - $96.9K
55.4K $4.27M
ILDR
First Tr Exchange Traded Fd Vi
-44
- 0.32%
$23.32 - $28.0 $1.03K - $1.23K
13.8K $321K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.37K
- 12.16%
$31.09 - $34.34 $42.7K - $47.1K
9.92K $329K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-155
- 6.97%
$217.62 - $242.36 $33.7K - $37.6K
2.07K $467K
CGO
Calamos Global Total Return Fund

Financial Services
-1.35K
- 9.4%
$10.33 - $11.66 $13.9K - $15.7K
13K $134K
MDXG
Mimedx Group, Inc.

Healthcare
-500
- 3.81%
$7.54 - $9.28 $3.77K - $4.64K
12.6K $96K
NURE
Nuveen Short Term Reit ETF

ETFs
-360
- 0.98%
$30.4 - $32.64 $10.9K - $11.8K
36.3K $1.13M
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-468
- 1.62%
$27.56 - $29.15 $12.9K - $13.6K
28.4K $790K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-1.09K
- 3.79%
$7.72 - $9.45 $8.44K - $10.3K
27.8K $222K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-2.47K
- 6.23%
$8.44 - $9.01 $20.9K - $22.3K
37.2K $318K
SABR
Sabre Corp

Consumer Cyclical
-1.7K
- 5.96%
$2.81 - $4.52 $4.77K - $7.68K
26.8K $75K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-104
- 0.67%
$16.18 - $18.56 $1.68K - $1.93K
15.3K $248K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-1.8K
- 11.88%
$23.17 - $24.25 $41.7K - $43.6K
13.3K $324K
IDCC
Inter Digital, Inc.

Communication Services
-457
- 8.94%
$171.68 - $225.72 $78.5K - $103K
4.66K $963K
EWA
Ishares Msci Australia ETF

ETFs
-1K
- 10.15%
$23.02 - $25.66 $23.1K - $25.7K
8.87K $208K
CMF
Ishares California Muni Bond E

ETFs
-368
- 5.46%
$55.93 - $57.47 $20.6K - $21.1K
6.37K $358K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-622
- 10.8%
$53.35 - $58.68 $33.2K - $36.5K
5.14K $288K
LVHD
Franklin U.S. Low Volatility H

ETFs
-3.25K
- 8.11%
$37.44 - $41.02 $122K - $133K
36.9K $1.51M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-806
- 3.67%
$33.91 - $36.36 $27.3K - $29.3K
21.2K $740K
TAGG
T Rowe Price Exchange Traded F

ETFs
-778
- 14.21%
$41.42 - $42.9 $32.2K - $33.4K
4.7K $201K
UA
Under Armour Inc Cl C

Consumer Cyclical
-270
- 1.58%
$5.95 - $7.79 $1.61K - $2.1K
16.9K $100K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-1.51K
- 6.79%
$23.56 - $24.16 $35.5K - $36.4K
20.7K $498K
VLUE
Ishares Msci Usa Value Factor

ETFs
-559
- 1.8%
$104.89 - $113.56 $58.6K - $63.5K
30.5K $3.25M
MFA
Mfa Financial, Inc.

Real Estate
-2.69K
- 16.47%
$9.53 - $11.0 $25.7K - $29.6K
13.7K $140K
PARA
Paramount Global

Communication Services
-10.5K
- 16.01%
$10.16 - $12.14 $107K - $127K
55K $658K
FLRG
Fidelity Covington Tr U S Mult

ETFs
-396
- 2.05%
$32.37 - $35.77 $12.8K - $14.2K
18.9K $627K
PPT
Putnam Premier Income Trust

Financial Services
-8.63K
- 8.62%
$3.54 - $3.65 $30.6K - $31.5K
91.5K $330K
DDD
3 D Systems Corp

Technology
-2.06K
- 11.34%
$2.12 - $4.72 $4.37K - $9.74K
16.1K $34K
Amplify ETF Tr Amplify Travel
-179
- 1.29%
N/A
13.7K $273K
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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