Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.6 Billion distributed in 3495 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $964M, Vanguard Index Fds S&P 500 ETF with a value of $925M, Invesco Qqq Trust, Series 1 with a value of $630M, Nvidia Corp with a value of $603M, and Ishares Core S&P 500 ETF with a value of $579M.

Examining the 13F form we can see an decrease of $295M in the current position value, from $29.9B to 29.6B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.6 Billion

ETFs: $17.4 Billion

Technology: $3.09 Billion

Financial Services: $1.9 Billion

Consumer Cyclical: $1.07 Billion

Healthcare: $905 Million

Communication Services: $775 Million

Industrials: $753 Million

Consumer Defensive: $743 Million

Other: $1.26 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$925 Million 3.12% of portfolio	1,799,132	Q1 2025 Reduced 2.81%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$630 Million 2.12% of portfolio	1,342,830	Q1 2025 Added 1.05%
IVV Ishares Core S&P 500 ETF ETFs	$0	$579 Million 1.95% of portfolio	1,029,935	Q1 2025 Reduced 1.73%
VTI Vanguard Total Stock Market Et ETFs	$0	$552 Million 1.86% of portfolio	2,007,919	Q1 2025 Added 1.33%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$399 Million 1.35% of portfolio	6,423,392	Q1 2025 Added 1.05%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$362 Million 1.22% of portfolio	646,336	Q1 2025 Added 11.52%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$246 Million 0.83% of portfolio	4,485,533	Q1 2025 Added 0.78%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$204 Million 0.69% of portfolio	2,776,239	Q1 2025 Reduced 5.71%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$189 Million 0.64% of portfolio	6,768,332	Q1 2025 Reduced 4.67%
CGDV Capital Group Divid Value ETF ETFs	$0	$178 Million 0.6% of portfolio	5,005,523	Q1 2025 Added 12.95%
GLD Spdr Gold Trust ETFs	$107B	$175 Million 0.59% of portfolio	608,222	Q1 2025 Added 12.62%
VIG Vanguard Dividend Appreciation ETFs	$0	$175 Million 0.59% of portfolio	900,389	Q1 2025 Added 0.28%
VUG Vanguard Growth ETF ETFs	$0	$169 Million 0.57% of portfolio	456,900	Q1 2025 Reduced 1.03%
VTV Vanguard Value ETF ETFs	$0	$165 Million 0.56% of portfolio	954,384	Q1 2025 Reduced 7.74%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$151 Million 0.51% of portfolio	2,991,624	Q1 2025 Reduced 20.88%
RDVY First Trust Rising Dividend Ac ETFs	$0	$142 Million 0.48% of portfolio	2,425,054	Q1 2025 Added 7.44%
VEA Vanguard Ftse Developed Market ETFs	$0	$141 Million 0.47% of portfolio	2,768,339	Q1 2025 Added 9.05%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$136 Million 0.46% of portfolio	1,479,845	Q1 2025 Added 11.03%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$131 Million 0.44% of portfolio	756,599	Q1 2025 Added 11.86%
BNDX Vanguard Total International B ETFs	$0	$129 Million 0.43% of portfolio	2,637,714	Q1 2025 Reduced 24.49%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$122 Million 0.41% of portfolio	1,299,607	Q1 2025 Reduced 6.34%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$116 Million 0.39% of portfolio	1,175,400	Q1 2025 Reduced 11.99%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$117 Million 0.39% of portfolio	2,043,548	Q1 2025 Added 3.73%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$114 Million 0.38% of portfolio	1,729,956	Q1 2025 Reduced 3.82%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$113 Million 0.38% of portfolio	875,530	Q1 2025 Added 1.96%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$109 Million 0.37% of portfolio	1,177,743	Q1 2025 Added 14.88%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$108 Million 0.36% of portfolio	630,590	Q1 2025 Added 9.83%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$106 Million 0.36% of portfolio	1,354,586	Q1 2025 Added 3.16%
XLK Technology Sector Spdr ETFs	$0	$100 Million 0.34% of portfolio	485,860	Q1 2025 Reduced 0.84%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$94.1 Million 0.32% of portfolio	2,747,942	Q1 2025 Added 9.53%
FTCS First Trust Capital Strength E ETFs	$0	$94.5 Million 0.32% of portfolio	1,054,497	Q1 2025 Reduced 4.28%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$94.1 Million 0.32% of portfolio	1,033,447	Q1 2025 Added 51.69%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$91.2 Million 0.31% of portfolio	3,072,757	Q1 2025 Added 6.06%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$91 Million 0.31% of portfolio	3,632,538	Q1 2025 Added 22.25%
VB Vanguard Small Cap ETF ETFs	$0	$84.8 Million 0.29% of portfolio	382,188	Q1 2025 Added 1.29%
IVE Ishares S&P 500 Value ETF ETFs	$0	$81.8 Million 0.28% of portfolio	429,231	Q1 2025 Added 18.44%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$83.7 Million 0.28% of portfolio	396,790	Q1 2025 Reduced 1.31%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$83.6 Million 0.28% of portfolio	1,648,471	Q1 2025 Added 11.36%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$80.3 Million 0.27% of portfolio	658,265	Q1 2025 Added 5.26%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$79.5 Million 0.27% of portfolio	760,037	Q1 2025 Added 4.55%
CGUS Capital Group Core Equity ETF	$0	$75.7 Million 0.26% of portfolio	2,266,748	Q1 2025 Added 12.82%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$75.5 Million 0.25% of portfolio	2,253,098	Q1 2025 Added 5.63%
SHV Ishares Tr ETFs	$0	$74.5 Million 0.25% of portfolio	674,451	Q1 2025 Reduced 1.32%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$73.7 Million 0.25% of portfolio	1,598,638	Q1 2025 Added 8.4%
XLE Energy Sector Spdr ETFs	$0	$72.9 Million 0.25% of portfolio	779,564	Q1 2025 Added 9.55%
VGT Vanguard Information Technolog ETFs	$0	$73.4 Million 0.25% of portfolio	135,324	Q1 2025 Reduced 8.55%
VO Vanguard Mid Cap ETF ETFs	$0	$74.3 Million 0.25% of portfolio	287,222	Q1 2025 Added 1.79%
VXF Vanguard Extended Market ETF ETFs	$0	$73.1 Million 0.25% of portfolio	424,191	Q1 2025 Reduced 24.14%
FVD First Tr Value Line Divid Inde ETFs	$0	$71.3 Million 0.24% of portfolio	1,598,203	Q1 2025 Reduced 3.38%
IEFA Ishares Tr ETFs	$0	$72.2 Million 0.24% of portfolio	953,938	Q1 2025 Reduced 7.01%

Summary

Portfolio
No. of Stocks 3,495
Current Value $29.6 Billion
Prior Value $29.9 Billion
Filing
Period Q1 2025
Filing Date April 22, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 226 stocks
Additional Purchases 1,693 stocks
Sold out of 0 stocks
Reduced holdings in 1,493 stocks

Track This Portfolio

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.

Account

Cambridge Investment Research Advisors, Inc. Portfolio Holdings