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
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$6.92 Million 0.02% of portfolio	180,818	Q1 2025 Added 12.8%
RYU Invesco S&P 500 Equal Weight U ETFs	$0	$5.87 Million 0.02% of portfolio	84,270	Q1 2025 Added 0.59%
PKW Invesco Exchange Traded Fd Tr ETFs	$0	$4.95 Million 0.02% of portfolio	43,888	Q1 2025 Reduced 0.73%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$5.03 Million 0.02% of portfolio	80,194	Q1 2025 Reduced 43.95%
PSI Invesco Exchange Traded Fd Tr ETFs	$0	$4.8 Million 0.02% of portfolio	101,200	Q1 2025 Added 1.94%
PTF Invesco Exchange Traded Fd Tr ETFs	$0	$5.66 Million 0.02% of portfolio	95,925	Q1 2025 Added 59.36%
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$5.89 Million 0.02% of portfolio	105,726	Q1 2025 Reduced 5.62%
DWAS Invesco ETF Tr Ii Dwa Smallcap ETFs	$0	$5 Million 0.02% of portfolio	64,064	Q1 2025 Reduced 13.57%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$6.95 Million 0.02% of portfolio	170,823	Q1 2025 Reduced 0.44%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$4.91 Million 0.02% of portfolio	49,450	Q1 2025 Reduced 13.99%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$5.18 Million 0.02% of portfolio	213,592	Q1 2025 Reduced 14.06%
IUS Invesco Ex Traded Self Indx Fd ETFs	$0	$4.52 Million 0.02% of portfolio	91,506	Q1 2025 Added 6.81%
EWZ Ishares Inc Msci Brazil ETF ETFs	$0	$4.61 Million 0.02% of portfolio	178,363	Q1 2025 Added 1,030.67%
EWQ Ishares Msci France ETF ETFs	$0	$4.96 Million 0.02% of portfolio	124,666	Q1 2025 New
ILF Ishares Latin America 40 ETF ETFs	$0	$5.74 Million 0.02% of portfolio	243,538	Q1 2025 Reduced 7.7%
IWS Ishares Russell Midcap Value E ETFs	$0	$4.53 Million 0.02% of portfolio	35,936	Q1 2025 Reduced 15.06%
IYC Ishares U.S. Consumer Discreti ETFs	$0	$5.7 Million 0.02% of portfolio	64,565	Q1 2025 Added 101.17%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$6.47 Million 0.02% of portfolio	77,651	Q1 2025 Reduced 21.44%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$4.68 Million 0.02% of portfolio	18,323	Q1 2025 Reduced 22.96%
IWV Ishares Russell 3000 ETF ETFs	$0	$5.71 Million 0.02% of portfolio	17,961	Q1 2025 Reduced 5.94%
IYZ Ishares Tr Us Telecommunicatio ETFs	$0	$5.01 Million 0.02% of portfolio	182,818	Q1 2025 Added 98.65%
IYR Ishares Tr ETFs	$0	$6.19 Million 0.02% of portfolio	64,638	Q1 2025 Reduced 24.15%
IYJ Ishares Tr ETFs	$0	$5.19 Million 0.02% of portfolio	39,877	Q1 2025 Added 1.15%
ILCV Ishares Morningstar Value ETF ETFs	$0	$7.04 Million 0.02% of portfolio	86,471	Q1 2025 Added 1.15%
SUB Ishares Short Term National Mu ETFs	$0	$5.73 Million 0.02% of portfolio	54,219	Q1 2025 Reduced 4.55%
IMCB Ishares Morningstar Mid Cap Et ETFs	$0	$5.91 Million 0.02% of portfolio	79,705	Q1 2025 Added 4.79%
ACWI Ishares Msci Acwi ETF ETFs	$0	$6.26 Million 0.02% of portfolio	53,777	Q1 2025 Added 0.28%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$7.4 Million 0.02% of portfolio	116,522	Q1 2025 Added 7.2%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$7.12 Million 0.02% of portfolio	69,568	Q1 2025 Reduced 19.02%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$5.24 Million 0.02% of portfolio	99,673	Q1 2025 Added 59.89%
ITB Ishares Tr ETFs	$0	$5.39 Million 0.02% of portfolio	56,561	Q1 2025 Reduced 43.66%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$5.62 Million 0.02% of portfolio	48,944	Q1 2025 Reduced 3.36%
IWX Ishares Tr Russell 200 Value E ETFs	$0	$5.78 Million 0.02% of portfolio	70,370	Q1 2025 Added 6.55%
AOM Ishares Tr Core Moderate Alloc ETFs	$0	$5.8 Million 0.02% of portfolio	132,110	Q1 2025 Reduced 12.19%
QLTA Ishares Trust Aaa A Rated Corp ETFs	$0	$5.07 Million 0.02% of portfolio	106,732	Q1 2025 Reduced 19.0%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$6.85 Million 0.02% of portfolio	195,935	Q1 2025 Reduced 1.94%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$5.91 Million 0.02% of portfolio	234,826	Q1 2025 Added 5.56%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$5.64 Million 0.02% of portfolio	67,499	Q1 2025 Added 8.09%
SUSC Ishares Tr Esg Aware Usd Corpo ETFs	$0	$5.05 Million 0.02% of portfolio	219,148	Q1 2025 Reduced 8.35%
IGRO Ishares Tr International Divid ETFs	$0	$6.05 Million 0.02% of portfolio	83,462	Q1 2025 Reduced 4.43%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$5.38 Million 0.02% of portfolio	222,097	Q1 2025 Added 28.2%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$4.86 Million 0.02% of portfolio	209,242	Q1 2025 Added 1.8%
IFRA Ishares Tr ETFs	$0	$5.01 Million 0.02% of portfolio	111,109	Q1 2025 Reduced 35.54%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$5.29 Million 0.02% of portfolio	143,578	Q1 2025 Reduced 1.26%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$5.15 Million 0.02% of portfolio	212,873	Q1 2025 Added 27.49%
IBDV Ishares Tr Technology	$0	$7.08 Million 0.02% of portfolio	326,034	Q1 2025 Added 17.51%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$4.69 Million 0.02% of portfolio	200,580	Q1 2025 Added 1.1%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$6.41 Million 0.02% of portfolio	100,834	Q1 2025 Added 352.43%
BBIN J P Morgan Exch Traded Fd Tr B ETFs	$0	$6.11 Million 0.02% of portfolio	99,347	Q1 2025 Added 22.01%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$5.32 Million 0.02% of portfolio	210,679	Q1 2025 Reduced 12.49%

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