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 Companies Only

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%
$364B
$685 Million 2.33% of portfolio
5,641,567
Q3 2024 Reduced 2.25%
$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%
$610B
$312 Million 1.06% of portfolio
678,477
Q3 2024 Added 4.0%
$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%
$501B
$137 Million 0.46% of portfolio
1,165,954
Q3 2024 Added 4.83%
$1.08T
$132 Million 0.45% of portfolio
505,065
Q3 2024 Reduced 6.57%
$706B
$127 Million 0.43% of portfolio
602,385
Q3 2024 Added 1.65%
$66.1B
$115 Million 0.39% of portfolio
663,970
Q3 2024 Added 1,022.41%
$411B
$109 Million 0.37% of portfolio
123,259
Q3 2024 Added 2.42%
$405B
$109 Million 0.37% of portfolio
631,515
Q3 2024 Added 2.02%
$503B
$103 Million 0.35% of portfolio
374,450
Q3 2024 Reduced 1.24%
$409B
$92.7 Million 0.32% of portfolio
228,729
Q3 2024 Added 1.66%
$237B
$95.2 Million 0.32% of portfolio
1,178,555
Q3 2024 Added 3.86%
$222B
$74.7 Million 0.25% of portfolio
455,152
Q3 2024 Added 6.99%
$201B
$74.1 Million 0.25% of portfolio
189,422
Q3 2024 Added 0.57%
$400B
$74.6 Million 0.25% of portfolio
460,529
Q3 2024 Added 0.91%
$562B
$71 Million 0.24% of portfolio
121,516
Q3 2024 Added 3.93%
$316B
$68.5 Million 0.23% of portfolio
464,873
Q3 2024 Reduced 0.6%
$393B
$58.6 Million 0.2% of portfolio
82,570
Q3 2024 Added 5.88%
$177B
$59.8 Million 0.2% of portfolio
1,331,938
Q3 2024 Added 0.35%
$192B
$56.9 Million 0.19% of portfolio
257,280
Q3 2024 Added 2.43%
$214B
$57.1 Million 0.19% of portfolio
187,407
Q3 2024 Reduced 0.76%
$163B
$51.8 Million 0.18% of portfolio
2,353,995
Q3 2024 Added 2.04%
$247B
$52.7 Million 0.18% of portfolio
464,199
Q3 2024 Added 4.95%
$219B
$52.4 Million 0.18% of portfolio
308,201
Q3 2024 Reduced 0.51%
$272B
$49.6 Million 0.17% of portfolio
690,680
Q3 2024 Reduced 1.95%
$140B
$50.6 Million 0.17% of portfolio
1,747,756
Q3 2024 Reduced 1.62%
$0
$49.5 Million 0.17% of portfolio
2,427,912
Q3 2024 Added 6.89%
$489B
$46.9 Million 0.16% of portfolio
95,059
Q3 2024 Added 7.27%
$122B
$47.1 Million 0.16% of portfolio
1,266,229
Q3 2024 Added 4.59%
$131B
$44 Million 0.15% of portfolio
287,254
Q3 2024 Added 1.58%
$140B
$44.3 Million 0.15% of portfolio
75,757
Q3 2024 Reduced 8.24%
$151B
$45 Million 0.15% of portfolio
532,829
Q3 2024 Added 3.09%
$514B
$43.8 Million 0.15% of portfolio
257,278
Q3 2024 Added 11.17%
$370B
$38.6 Million 0.13% of portfolio
974,024
Q3 2024 Reduced 8.2%
$236B
$38.8 Million 0.13% of portfolio
729,430
Q3 2024 Reduced 9.71%
$0
$38.6 Million 0.13% of portfolio
1,957,469
Q3 2024 Added 3.83%
-
$37.6 Million 0.13% of portfolio
-
Q3 2024 Added 1.07%
$977B
$36.8 Million 0.13% of portfolio
212,180
Q3 2024 Reduced 8.1%
$203B
$35.9 Million 0.12% of portfolio
315,203
Q3 2024 Added 7.82%
$232B
$33.8 Million 0.12% of portfolio
65,374
Q3 2024 Added 8.72%
$100B
$34.1 Million 0.12% of portfolio
667,807
Q3 2024 Added 8.25%
$154B
$35.1 Million 0.12% of portfolio
108,825
Q3 2024 Reduced 0.84%
$75.2B
$35.1 Million 0.12% of portfolio
125,286
Q3 2024 Reduced 0.2%

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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