Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $32.9 Billion distributed in 3608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.05B, Apple Inc. with a value of $885M, Nvidia Corp with a value of $874M, Invesco Qqq Trust, Series 1 with a value of $729M, and Vanguard Total Stock Market Et with a value of $620M.

Examining the 13F form we can see an increase of $3.25B in the current position value, from $29.6B to 32.9B.

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

Portfolio value $32.9 Billion
ETFs: $19 Billion
Technology: $3.82 Billion
Financial Services: $1.98 Billion
Consumer Cyclical: $1.21 Billion
Communication Services: $939 Million
Industrials: $892 Million
Healthcare: $851 Million
Consumer Defensive: $755 Million
Other: $1.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$5.66 Million 0.02% of portfolio
119,669
Q2 2025 Reduced 15.67%
Calamos
-
$6.03 Million 0.02% of portfolio
-
Q2 2025 Added 184.75%
Calamos
-
$5.78 Million 0.02% of portfolio
-
Q2 2025 Added 44.41%
$33.5B
$5.56 Million 0.02% of portfolio
74,891
Q2 2025 Reduced 0.19%
-
$6.26 Million 0.02% of portfolio
-
Q2 2025 Added 21.2%
Capital Grp
-
$5.07 Million 0.02% of portfolio
-
Q2 2025 Added 22.74%
Capital Group New Geography
-
$5.96 Million 0.02% of portfolio
-
Q2 2025 Added 154.99%
$39.5B
$5.76 Million 0.02% of portfolio
34,297
Q2 2025 Added 3.58%
$19.8B
$5.42 Million 0.02% of portfolio
14,527
Q2 2025 Added 26.77%
$35.1B
$7.02 Million 0.02% of portfolio
249,689
Q2 2025 Reduced 2.37%
$11.9B
$6.57 Million 0.02% of portfolio
23,773
Q2 2025 Added 22.97%
$53.1B
$6.98 Million 0.02% of portfolio
95,423
Q2 2025 Added 20.08%
Sila Realty Trust
-
$7.9 Million 0.02% of portfolio
-
Q2 2025 Reduced 15.38%
$23.1B
$5.79 Million 0.02% of portfolio
60,277
Q2 2025 Reduced 3.04%
$15.5B
$6.84 Million 0.02% of portfolio
56,969
Q2 2025 Reduced 33.58%
$25.4B
$5.17 Million 0.02% of portfolio
9,644
Q2 2025 Added 6.19%
$0
$7.29 Million 0.02% of portfolio
744,739
Q2 2025 Added 1.49%
$141B
$7.24 Million 0.02% of portfolio
36,629
Q2 2025 Reduced 19.51%
Direxion
-
$7.56 Million 0.02% of portfolio
-
Q2 2025 Reduced 1.3%
$0
$7.24 Million 0.02% of portfolio
591,707
Q2 2025 Reduced 26.76%
$17B
$7.53 Million 0.02% of portfolio
284,202
Q2 2025 Added 21.87%
$20.6B
$4.95 Million 0.02% of portfolio
115,296
Q2 2025 Added 13.28%
$0
$5.64 Million 0.02% of portfolio
287,444
Q2 2025 Reduced 4.4%
-
$6.85 Million 0.02% of portfolio
-
Q2 2025 Added 36.13%
$0
$6.04 Million 0.02% of portfolio
390,591
Q2 2025 Reduced 11.36%
$0
$5.44 Million 0.02% of portfolio
74,782
Q2 2025 Added 1.14%
Tcw ETF Trust
-
$5.95 Million 0.02% of portfolio
-
Q2 2025 Added 11.28%
$17.7B
$6.53 Million 0.02% of portfolio
78,496
Q2 2025 Added 0.03%
$71B
$5.03 Million 0.02% of portfolio
6,321
Q2 2025 Added 12.9%
$42.8B
$7.52 Million 0.02% of portfolio
173,208
Q2 2025 Added 9.06%
Fidelity Covington Trust
-
$5.4 Million 0.02% of portfolio
-
Q2 2025 Added 2.31%
$0
$5.06 Million 0.02% of portfolio
98,934
Q2 2025 Reduced 0.25%
$0
$8.18 Million 0.02% of portfolio
127,939
Q2 2025 Reduced 10.3%
$0
$5.86 Million 0.02% of portfolio
90,418
Q2 2025 Added 35.7%
$16.6B
$5.27 Million 0.02% of portfolio
93,986
Q2 2025 Added 10.42%
$0
$7.55 Million 0.02% of portfolio
197,063
Q2 2025 Reduced 70.97%
$0
$5.7 Million 0.02% of portfolio
35,338
Q2 2025 Added 13.77%
$0
$5.65 Million 0.02% of portfolio
263,133
Q2 2025 Added 101.17%
$0
$5.41 Million 0.02% of portfolio
199,957
Q2 2025 Added 2,423.75%
$0
$6.72 Million 0.02% of portfolio
42,698
Q2 2025 Reduced 0.68%
$0
$5.83 Million 0.02% of portfolio
409,402
Q2 2025 Reduced 8.24%
$0
$6.11 Million 0.02% of portfolio
53,200
Q2 2025 Reduced 5.64%
$0
$5.27 Million 0.02% of portfolio
126,056
Q2 2025 Reduced 38.65%
First Tr Exchange Traded Fd Intermediate
-
$7.96 Million 0.02% of portfolio
-
Q2 2025 Reduced 8.09%
$0
$8.13 Million 0.02% of portfolio
425,394
Q2 2025 Reduced 20.34%
-
$5.49 Million 0.02% of portfolio
-
Q2 2025 Reduced 1.59%
First Tr Exchng Traded Fd Vi Vest
-
$6.08 Million 0.02% of portfolio
-
Q2 2025 Added 45.21%
First Tr Exchng Traded Fd Vi
-
$5.71 Million 0.02% of portfolio
-
Q2 2025 Reduced 10.53%
$0
$4.98 Million 0.02% of portfolio
160,797
Q2 2025 Reduced 39.36%

Summary

  • Portfolio
  • No. of Stocks 3,608
  • Current Value $32.9 Billion
  • Prior Value $29.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 307 stocks
  • Additional Purchases 1,702 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,528 stocks
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