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
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.36 Million 0.01% of portfolio	66,027	Q1 2025 Reduced 3.91%
KAPR Innovator U.S. Small Cap Power ETFs	$0	$2.2 Million 0.01% of portfolio	71,259	Q1 2025 Reduced 13.98%
PMAR Innovator U.S. Equity Power Bu ETFs	$0	$4.28 Million 0.01% of portfolio	107,181	Q1 2025 Added 1.3%
BMAR Innovator U.S. Equity Buffer E ETFs	$0	$1.63 Million 0.01% of portfolio	35,778	Q1 2025 Reduced 4.95%
BJAN Innovator U.S. Equity Buffer E ETFs	$0	$1.49 Million 0.01% of portfolio	32,013	Q1 2025 Added 13.85%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$4.32 Million 0.01% of portfolio	120,503	Q1 2025 Added 17.06%
NOCT Innovator Growth 100 Power Buf ETFs	$0	$1.92 Million 0.01% of portfolio	38,542	Q1 2025 Reduced 0.13%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$2.82 Million 0.01% of portfolio	76,063	Q1 2025 Reduced 44.3%
BOCT Innovator U.S. Equity Buffer E ETFs	$0	$1.83 Million 0.01% of portfolio	43,605	Q1 2025 Reduced 2.51%
BJUL Innovator U.S. Equity Buffer E ETFs	$0	$2.14 Million 0.01% of portfolio	49,607	Q1 2025 Reduced 7.83%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$3.53 Million 0.01% of portfolio	90,852	Q1 2025 Reduced 3.84%
BAPR Innovator U.S. Equity Buffer E ETFs	$0	$1.68 Million 0.01% of portfolio	39,503	Q1 2025 Reduced 19.4%
BUFB Innovator Etfs Tr Laddered Fd ETFs	$0	$2.16 Million 0.01% of portfolio	68,773	Q1 2025 Added 10.32%
BALT Innovator Etfs Tr	$0	$2.85 Million 0.01% of portfolio	90,709	Q1 2025 Added 7.0%
GTO Invesco Actively Managed ETF T ETFs	$0	$2.74 Million 0.01% of portfolio	58,290	Q1 2025 Added 6.4%
PHO Invesco Exchange Traded Fd Tr ETFs	$0	$2.01 Million 0.01% of portfolio	31,176	Q1 2025 Reduced 13.39%
RFV Invesco Exchange Traded Fd Tr ETFs	$0	$2.58 Million 0.01% of portfolio	22,565	Q1 2025 Reduced 3.8%
EWMC Invesco Exchange Traded Fd Tr ETFs	$0	$2.25 Million 0.01% of portfolio	21,495	Q1 2025 Added 2.14%
RYT Invesco S&P 500 Equal Weight T ETFs	$0	$3.85 Million 0.01% of portfolio	112,668	Q1 2025 Added 1.83%
RGI Invesco S&P 500 Equal Weight I ETFs	$0	$2.19 Million 0.01% of portfolio	44,711	Q1 2025 Reduced 2.78%
RHS Invesco ETF Tr S&P 500 Equal W ETFs	$0	$2.23 Million 0.01% of portfolio	72,293	Q1 2025 Reduced 18.79%
XMVM Invesco ETF Fd Tr Invesco S&P ETFs	$0	$1.49 Million 0.01% of portfolio	28,293	Q1 2025 Added 10.57%
PFM Invesco Exchange Traded Fd Tr ETFs	$0	$2.38 Million 0.01% of portfolio	51,892	Q1 2025 Added 12.84%
PNQI Invesco Nasdaq Internet ETF ETFs	$0	$1.64 Million 0.01% of portfolio	37,222	Q1 2025 Reduced 4.11%
PID Invesco Exchange Traded Fd Tr ETFs	$0	$4.4 Million 0.01% of portfolio	230,445	Q1 2025 Added 2.56%
PEY Invesco Exchange Traded Fd Tr ETFs	$0	$2.43 Million 0.01% of portfolio	113,226	Q1 2025 Added 41.81%
PSJ Invesco Exchange Traded Fd Tr ETFs	$0	$1.63 Million 0.01% of portfolio	40,318	Q1 2025 Added 4.68%
PWV Invesco Exchange Traded Fd Tr ETFs	$0	$3.46 Million 0.01% of portfolio	58,178	Q1 2025 Reduced 11.29%
PDP Invesco Exchange Traded Fd Tr ETFs	$0	$3.66 Million 0.01% of portfolio	36,608	Q1 2025 Reduced 9.21%
PRN Invesco Dwa Industrials Moment ETFs	$0	$3.89 Million 0.01% of portfolio	28,229	Q1 2025 Reduced 1.53%
PTH Invesco Exchange Traded Fd Tr ETFs	$0	$1.96 Million 0.01% of portfolio	49,739	Q1 2025 Reduced 49.54%
PFI Invesco Exchange Traded Fd Tr ETFs	$0	$1.99 Million 0.01% of portfolio	37,199	Q1 2025 Reduced 0.4%
CZA Invesco Exchange Traded Fd Tr ETFs	$0	$3.33 Million 0.01% of portfolio	32,023	Q1 2025 Reduced 5.42%
CVY Invesco Exchange Traded Fd Tr ETFs	$0	$2.08 Million 0.01% of portfolio	81,765	Q1 2025 Added 9.3%
DBC Invesco Db Commodity Index Tracking Fund ETFs	$3.66B	$2.02 Million 0.01% of portfolio	89,680	Q1 2025 Reduced 6.88%
PSCC Invesco S&P Smallcap Consumer ETFs	$0	$1.58 Million 0.01% of portfolio	45,000	Q1 2025 Reduced 2.73%
IDHQ Invesco ETF Tf Ii S&P Intl Dev ETFs	$0	$1.99 Million 0.01% of portfolio	66,418	Q1 2025 Added 5.44%
SPVU Invesco ETF Tr Ii S&P 500 Enha ETFs	$0	$3.62 Million 0.01% of portfolio	69,904	Q1 2025 Added 19.92%
PCEF Invesco Cef Income Composite E ETFs	$0	$4.41 Million 0.01% of portfolio	233,941	Q1 2025 Added 9.08%
KBWD Invesco ETF Tr Ii Kbw High Div ETFs	$0	$1.54 Million 0.01% of portfolio	106,372	Q1 2025 Reduced 11.07%
KBWB Invesco ETF Tr Ii Kbw Bank ETF ETFs	$0	$1.62 Million 0.01% of portfolio	25,740	Q1 2025 Added 62.47%
SOXQ Invesco ETF Tr Ii Invesco Phlx ETFs	$0	$3.62 Million 0.01% of portfolio	107,674	Q1 2025 Added 5.79%
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$1.54 Million 0.01% of portfolio	57,602	Q1 2025 Added 6.15%
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$1.73 Million 0.01% of portfolio	79,784	Q1 2025 Added 33.91%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$1.9 Million 0.01% of portfolio	102,240	Q1 2025 Added 33.46%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.69 Million 0.01% of portfolio	116,761	Q1 2025 Reduced 2.26%
UUP Invesco Db Us Dollar Index Bullish Fund ETFs	$1.69B	$2.32 Million 0.01% of portfolio	81,400	Q1 2025 Added 100.53%
ACWV Ishares Msci Global Min Vol Fa ETFs	$0	$4.42 Million 0.01% of portfolio	37,946	Q1 2025 Reduced 4.33%
EEMV Ishares Msci Emerging Markets ETFs	$0	$1.61 Million 0.01% of portfolio	27,663	Q1 2025 Reduced 8.65%
EPP Ishares Inc ETFs	$0	$1.61 Million 0.01% of portfolio	36,570	Q1 2025 Reduced 72.33%

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

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Cambridge Investment Research Advisors, Inc. Portfolio Holdings