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
$310M
$190,000 0.0% of portfolio
26,002
Q1 2025 Reduced 5.71%
$0
$819,000 0.0% of portfolio
71,025
Q1 2025 Reduced 2.1%
$15.3B
$722,000 0.0% of portfolio
7,790
Q1 2025 Added 3.81%
$0
$88,000 0.0% of portfolio
33,761
Q1 2025 Reduced 14.71%
$0
$1.1 Million 0.0% of portfolio
42,465
Q1 2025 Reduced 3.19%
$9.55B
$721,000 0.0% of portfolio
6,633
Q1 2025 Reduced 13.8%
Advisors Inner Circle Fd Ii Pmv Adaptive
-
$223,000 0.0% of portfolio
-
Q1 2025 New
Advisors Inner Circle Fd Ii 3 Edge
-
$588,000 0.0% of portfolio
-
Q1 2025 Added 54.69%
Advisors Inner Circle Fd Ii 3 Edge
-
$911,000 0.0% of portfolio
-
Q1 2025 Added 33.53%
$4.74B
$751,000 0.0% of portfolio
6,302
Q1 2025 Added 5.86%
$34.2B
$1.36 Million 0.0% of portfolio
11,603
Q1 2025 Reduced 13.78%
Agenus
-
$21,000 0.0% of portfolio
-
Q1 2025 Reduced 2.74%
$5.96B
$1.13 Million 0.0% of portfolio
14,644
Q1 2025 Reduced 23.6%
$867M
$136,000 0.0% of portfolio
31,445
Q1 2025 Reduced 0.6%
$0
$209,000 0.0% of portfolio
5,645
Q3 2024 Added 1.06%
$0
$1.37 Million 0.0% of portfolio
42,552
Q1 2025 Reduced 6.6%
Aim ETF Products Trust Allianzim
-
$386,000 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust Allianzim
-
$690,000 0.0% of portfolio
-
Q1 2025 Reduced 45.77%
Aim ETF Products Trust Allianzim
-
$221,000 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust Allianzim
-
$951,000 0.0% of portfolio
-
Q1 2025 Reduced 9.4%
$0
$298,000 0.0% of portfolio
8,472
Q1 2025 Added 24.62%
Aim ETF Products Trust Allianzim
-
$971,000 0.0% of portfolio
-
Q1 2025 Reduced 51.04%
Aim ETF Products Trust Us Lrgcp B20
-
$211,000 0.0% of portfolio
-
Q1 2025 Reduced 0.35%
Aim ETF Products Trust Us Lagcp B20
-
$565,000 0.0% of portfolio
-
Q1 2025 Reduced 7.27%
Aim ETF Products Trust Us Larcp B10
-
$464,000 0.0% of portfolio
-
Q1 2025 Reduced 7.38%
Aim ETF Products Trust Us Larcp B20
-
$985,000 0.0% of portfolio
-
Q1 2025 Added 29.82%
Aim ETF Products Trust Us Lrgcp B20
-
$830,000 0.0% of portfolio
-
Q1 2025 Added 35.33%
Aim ETF Products Trust Us Lrgcp B20
-
$780,000 0.0% of portfolio
-
Q1 2025 Added 2.3%
Aim ETF Products Trust Us Lrgcp B10
-
$244,000 0.0% of portfolio
-
Q1 2025 New
$0
$1.43 Million 0.0% of portfolio
45,236
Q1 2025 Reduced 2.0%
$14.4B
$233,000 0.0% of portfolio
2,895
Q1 2025 Added 4.36%
$11.6B
$1.36 Million 0.0% of portfolio
61,807
Q1 2025 Reduced 84.4%
$5.01B
$722,000 0.0% of portfolio
23,671
Q1 2025 Added 21.3%
$11.6B
$1.09 Million 0.0% of portfolio
11,795
Q1 2025 Added 4.09%
The Alger ETF Trust Ai Enablers
-
$342,000 0.0% of portfolio
-
Q1 2025 Added 45.45%
$3.88B
$130,000 0.0% of portfolio
25,232
Q1 2025 Reduced 4.28%
$14.2B
$250,000 0.0% of portfolio
1,574
Q1 2025 Added 2.47%
$3.63B
$656,000 0.0% of portfolio
9,990
Q1 2025 Added 56.63%
$3.31B
$761,000 0.0% of portfolio
27,903
Q1 2025 Added 3.99%
$0
$534,000 0.0% of portfolio
49,765
Q1 2025 Added 13.78%
$8.74B
$759,000 0.0% of portfolio
7,938
Q1 2025 Reduced 15.91%
$11.1B
$878,000 0.0% of portfolio
24,070
Q1 2025 Reduced 1.43%
$38.1B
$213,000 0.0% of portfolio
789
Q1 2025 New
$0
$692,000 0.0% of portfolio
16,217
Q1 2025 Added 4.96%
Ea Series Trust Tbg
-
$395,000 0.0% of portfolio
-
Q1 2025 Added 56.43%
Ea Series Trust Bridges
-
$1.18 Million 0.0% of portfolio
-
Q1 2025 New
Ea Series Trust Strive
-
$1.09 Million 0.0% of portfolio
-
Q1 2025 Reduced 23.31%
-
$1.47 Million 0.0% of portfolio
-
Q1 2025 Added 45.89%
$0
$629,000 0.0% of portfolio
17,953
Q1 2025 Reduced 45.37%

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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