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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.9B
$3.43 Million 0.01% of portfolio
123,967
Q1 2025 Reduced 0.35%
$20.2B
$2.41 Million 0.01% of portfolio
94,962
Q1 2025 Reduced 6.25%
$0
$2.4 Million 0.01% of portfolio
98,106
Q1 2025 Reduced 17.4%
$40.1B
$2.51 Million 0.01% of portfolio
20,289
Q1 2025 Reduced 2.07%
$0
$2.95 Million 0.01% of portfolio
153,836
Q1 2025 Added 8.61%
Healthcare Rlty
-
$2.3 Million 0.01% of portfolio
-
Q1 2025 Reduced 3.99%
$2.29B
$2.94 Million 0.01% of portfolio
153,147
Q1 2025 Reduced 5.53%
$44.7B
$1.84 Million 0.01% of portfolio
11,545
Q1 2025 Reduced 3.8%
$1.69B
$3.94 Million 0.01% of portfolio
93,097
Q1 2025 Added 1.48%
$23.1B
$1.85 Million 0.01% of portfolio
120,099
Q1 2025 Reduced 25.09%
$67.3B
$1.56 Million 0.01% of portfolio
6,851
Q1 2025 Reduced 7.61%
$16.1B
$1.98 Million 0.01% of portfolio
32,056
Q1 2025 Added 1.67%
$16.6B
$2.57 Million 0.01% of portfolio
83,141
Q1 2025 Added 63.02%
$72B
$4.35 Million 0.01% of portfolio
33,532
Q1 2025 Added 11.52%
$43.6B
$1.95 Million 0.01% of portfolio
4,639
Q1 2025 Reduced 10.81%
$0
$3.9 Million 0.01% of portfolio
64,953
Q1 2025 Reduced 1.48%
$0
$2.36 Million 0.01% of portfolio
66,027
Q1 2025 Reduced 3.91%
Innovator Etfs Trust Grwt100
-
$3.02 Million 0.01% of portfolio
-
Q1 2025 Reduced 6.61%
$0
$2.2 Million 0.01% of portfolio
71,259
Q1 2025 Reduced 13.98%
$0
$4.28 Million 0.01% of portfolio
107,181
Q1 2025 Added 1.3%
$0
$1.63 Million 0.01% of portfolio
35,778
Q1 2025 Reduced 4.95%
$0
$1.49 Million 0.01% of portfolio
32,013
Q1 2025 Added 13.85%
$0
$4.32 Million 0.01% of portfolio
120,503
Q1 2025 Added 17.06%
Innovator Etfs Trust Grwt100
-
$3.57 Million 0.01% of portfolio
-
Q1 2025 Added 16.39%
Innovator Etfs Trust
-
$1.92 Million 0.01% of portfolio
-
Q1 2025 Reduced 2.54%
Innovator Etfs Trust
-
$2.08 Million 0.01% of portfolio
-
Q1 2025 Reduced 3.62%
-
$2.43 Million 0.01% of portfolio
-
Q1 2025 Reduced 5.3%
$0
$1.92 Million 0.01% of portfolio
38,542
Q1 2025 Reduced 0.13%
-
$3.8 Million 0.01% of portfolio
-
Q1 2025 Reduced 30.19%
-
$2.37 Million 0.01% of portfolio
-
Q1 2025 Reduced 4.53%
$0
$2.82 Million 0.01% of portfolio
76,063
Q1 2025 Reduced 44.3%
$0
$1.83 Million 0.01% of portfolio
43,605
Q1 2025 Reduced 2.51%
$0
$2.14 Million 0.01% of portfolio
49,607
Q1 2025 Reduced 7.83%
$0
$3.53 Million 0.01% of portfolio
90,852
Q1 2025 Reduced 3.84%
$0
$1.68 Million 0.01% of portfolio
39,503
Q1 2025 Reduced 19.4%
Innovator Etfs Trust
-
$2.67 Million 0.01% of portfolio
-
Q1 2025 Reduced 5.58%
-
$3.5 Million 0.01% of portfolio
-
Q1 2025 Reduced 1.11%
Innovator Etfs Trust
-
$1.57 Million 0.01% of portfolio
-
Q1 2025 Added 21.16%
$0
$2.16 Million 0.01% of portfolio
68,773
Q1 2025 Added 10.32%
$0
$2.85 Million 0.01% of portfolio
90,709
Q1 2025 Added 7.0%
Innovator Etfs Trust
-
$2.1 Million 0.01% of portfolio
-
Q1 2025 Added 122.88%
Innovator Etfs Trust
-
$1.82 Million 0.01% of portfolio
-
Q1 2025 Reduced 2.6%
Innovator Etfs Trust
-
$3.58 Million 0.01% of portfolio
-
Q1 2025 Reduced 6.06%
Innovator Etfs Trust
-
$3.85 Million 0.01% of portfolio
-
Q1 2025 Reduced 54.61%
$16.3B
$2.63 Million 0.01% of portfolio
49,320
Q1 2025 Added 3.53%
$0
$2.74 Million 0.01% of portfolio
58,290
Q1 2025 Added 6.4%
$1.88B
$2.25 Million 0.01% of portfolio
76,468
Q1 2025 Reduced 6.08%
$0
$1.49 Million 0.01% of portfolio
154,013
Q1 2025 Reduced 4.18%
$0
$2.01 Million 0.01% of portfolio
31,176
Q1 2025 Reduced 13.39%

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

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email