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
XLF Financial Sector Spdr ETFs	$0	$71.9 Million 0.24% of portfolio	1,443,324	Q1 2025 Added 19.76%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$70.8 Million 0.24% of portfolio	805,108	Q1 2025 Reduced 13.27%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$67.6 Million 0.23% of portfolio	671,770	Q1 2025 Reduced 44.06%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$67.7 Million 0.23% of portfolio	883,966	Q1 2025 Added 3.65%
CGGO Capital Group Global Growth Eq ETFs	$0	$64.3 Million 0.22% of portfolio	2,267,907	Q1 2025 Added 5.79%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$64.9 Million 0.22% of portfolio	1,085,250	Q1 2025 Added 4.45%
GSY Invesco Actively Mngd ETF Tr U ETFs	$0	$64 Million 0.22% of portfolio	1,276,221	Q1 2025 Added 11.46%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$63.9 Million 0.22% of portfolio	1,095,079	Q1 2025 Added 3.71%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$65.2 Million 0.22% of portfolio	647,561	Q1 2025 Added 5.2%
TFLO Ishares Treasury Floating Rate ETFs	$0	$61.9 Million 0.21% of portfolio	1,222,045	Q1 2025 Added 0.41%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$63.1 Million 0.21% of portfolio	150,308	Q1 2025 Added 14.59%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$61.5 Million 0.21% of portfolio	2,786,441	Q1 2025 Reduced 9.17%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$58 Million 0.2% of portfolio	1,270,657	Q1 2025 Reduced 13.05%
DGRO Ishares Core Dividend Growth E ETFs	$0	$60.7 Million 0.2% of portfolio	982,995	Q1 2025 Reduced 2.11%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$58.1 Million 0.2% of portfolio	1,154,000	Q1 2025 Reduced 20.27%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$55.5 Million 0.19% of portfolio	813,423	Q1 2025 Added 36.69%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$56.4 Million 0.19% of portfolio	507,517	Q1 2025 Added 105.95%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$55.4 Million 0.19% of portfolio	549,502	Q1 2025 Added 17.65%
SPYG Spdr Portfolio ETFs	$0	$57.4 Million 0.19% of portfolio	713,967	Q1 2025 Added 4.84%
XLV Select Sector Spdr Fund Health ETFs	$0	$55.9 Million 0.19% of portfolio	383,047	Q1 2025 Added 11.79%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$54.8 Million 0.19% of portfolio	1,184,156	Q1 2025 Reduced 2.88%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$52.3 Million 0.18% of portfolio	144,894	Q1 2025 Reduced 8.19%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$53.2 Million 0.18% of portfolio	173,356	Q1 2025 Added 13.06%
IWM Ishares Russell 2000 ETF ETFs	$0	$53.2 Million 0.18% of portfolio	266,778	Q1 2025 Reduced 20.47%
IXUS Ishares Tr ETFs	$0	$51.9 Million 0.18% of portfolio	743,392	Q1 2025 Reduced 0.34%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$49.3 Million 0.17% of portfolio	1,011,926	Q1 2025 Added 44.83%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$49 Million 0.17% of portfolio	253,891	Q1 2025 Reduced 11.4%
IAU Ishares Gold Trust ETFs	$53.8B	$51.2 Million 0.17% of portfolio	868,636	Q1 2025 Added 21.08%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$50.3 Million 0.17% of portfolio	492,324	Q1 2025 Reduced 0.68%
MGV Vanguard Mega Cap Value ETFs	$0	$50.7 Million 0.17% of portfolio	393,189	Q1 2025 Added 0.57%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$46.6 Million 0.16% of portfolio	1,411,916	Q1 2025 Reduced 1.26%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$48.5 Million 0.16% of portfolio	523,849	Q1 2025 Added 22.58%
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$47.7 Million 0.16% of portfolio	926,645	Q1 2025 Added 2.24%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$46.7 Million 0.16% of portfolio	1,245,463	Q1 2025 Reduced 25.14%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$47.1 Million 0.16% of portfolio	921,978	Q1 2025 Added 5.17%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$46.5 Million 0.16% of portfolio	586,039	Q1 2025 Added 0.96%
FDL First Tr Morningstar Dividend ETFs	$0	$44.5 Million 0.15% of portfolio	1,025,010	Q1 2025 Added 23.52%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$43.2 Million 0.15% of portfolio	471,680	Q1 2025 Reduced 9.82%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$45.8 Million 0.15% of portfolio	1,256,762	Q1 2025 Added 2.22%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$43.5 Million 0.15% of portfolio	618,233	Q1 2025 Added 1.99%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$43.2 Million 0.15% of portfolio	954,713	Q1 2025 Added 6.86%
CGCP Capital Group Core Plus Income ETFs	$0	$42.5 Million 0.14% of portfolio	1,890,978	Q1 2025 Added 2.78%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$41.8 Million 0.14% of portfolio	953,204	Q1 2025 Added 0.7%
IEF Ishares Barclays ETFs	$0	$40.7 Million 0.14% of portfolio	427,062	Q1 2025 Reduced 11.33%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$40 Million 0.14% of portfolio	470,498	Q1 2025 Reduced 0.78%
EFV Msci Eafe Value ETF ETFs	$0	$40.7 Million 0.14% of portfolio	690,031	Q1 2025 Reduced 13.58%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$42.8 Million 0.14% of portfolio	629,953	Q1 2025 Reduced 4.55%
FNDX Schwab Fundamental U S Large C ETFs	$0	$40.5 Million 0.14% of portfolio	1,715,830	Q1 2025 Reduced 5.5%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$40.8 Million 0.14% of portfolio	192,786	Q1 2025 Reduced 16.79%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$40.2 Million 0.14% of portfolio	491,103	Q1 2025 Added 33.29%

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