Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.4 Billion
  • Q3 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.4 Billion distributed in 3409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.05B, Vanguard Index Fds S&P 500 ETF with a value of $975M, Nvidia Corp with a value of $685M, Invesco Qqq Trust, Series 1 with a value of $624M, and Ishares Core S&P 500 ETF with a value of $603M.

Examining the 13F form we can see an increase of $2.35B in the current position value, from $27.1B to 29.4B.

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

Portfolio value $29.4 Billion
ETFs: $17.3 Billion
Technology: $3.4 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $953 Million
Industrials: $812 Million
Communication Services: $756 Million
Consumer Defensive: $712 Million
Other: $1.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
J P Morgan Exchange Traded F Hedged
-
$39.5 Million 0.13% of portfolio
-
Q3 2024 Added 88.84%
$0
$37.4 Million 0.13% of portfolio
592,985
Q3 2024 Reduced 3.35%
$977B
$36.8 Million 0.13% of portfolio
212,180
Q3 2024 Reduced 8.1%
$0
$38.2 Million 0.13% of portfolio
118,638
Q3 2024 Added 0.79%
$0
$38.5 Million 0.13% of portfolio
191,560
Q3 2024 Added 4.42%
$0
$39.2 Million 0.13% of portfolio
148,952
Q3 2024 Reduced 0.09%
$203B
$35.9 Million 0.12% of portfolio
315,203
Q3 2024 Added 7.82%
$232B
$33.8 Million 0.12% of portfolio
65,374
Q3 2024 Added 8.72%
$100B
$34.1 Million 0.12% of portfolio
667,807
Q3 2024 Added 8.25%
$154B
$35.1 Million 0.12% of portfolio
108,825
Q3 2024 Reduced 0.84%
$0
$34.5 Million 0.12% of portfolio
1,493,556
Q3 2024 Added 46.75%
$75.2B
$35.1 Million 0.12% of portfolio
125,286
Q3 2024 Reduced 0.2%
$208B
$34.8 Million 0.12% of portfolio
361,903
Q3 2024 Reduced 6.04%
$194B
$36.3 Million 0.12% of portfolio
192,730
Q3 2024 Added 7.55%
$0
$36 Million 0.12% of portfolio
469,759
Q3 2024 Reduced 3.11%
$0
$34 Million 0.12% of portfolio
591,636
Q3 2024 Reduced 3.93%
$0
$35.3 Million 0.12% of portfolio
481,643
Q3 2024 Added 55.23%
$173B
$34.1 Million 0.12% of portfolio
200,798
Q3 2024 Added 0.83%
$175B
$36.3 Million 0.12% of portfolio
299,376
Q3 2024 Added 3.17%
$0
$35.2 Million 0.12% of portfolio
248,056
Q3 2024 Reduced 3.8%
$326B
$36.1 Million 0.12% of portfolio
131,946
Q3 2024 Added 0.2%
$95.8B
$34.5 Million 0.12% of portfolio
382,701
Q3 2024 Added 1.5%
T Rowe Price
-
$36.3 Million 0.12% of portfolio
-
Q3 2024 Added 38.08%
$0
$35.4 Million 0.12% of portfolio
585,685
Q3 2024 Added 0.91%
$0
$36.5 Million 0.12% of portfolio
439,003
Q3 2024 Added 7.79%
$0
$32.2 Million 0.11% of portfolio
651,747
Q3 2024 Added 11.05%
-
$31.3 Million 0.11% of portfolio
-
Q3 2024 Added 216.51%
$87.6B
$31.8 Million 0.11% of portfolio
275,541
Q3 2024 Reduced 6.06%
$42.4B
$33.3 Million 0.11% of portfolio
669,074
Q3 2024 Reduced 2.67%
$0
$31.8 Million 0.11% of portfolio
295,452
Q3 2024 Reduced 0.57%
$0
$32.1 Million 0.11% of portfolio
774,121
Q3 2024 Added 0.16%
$0
$31.3 Million 0.11% of portfolio
248,023
Q3 2024 Added 0.27%
$0
$32.9 Million 0.11% of portfolio
901,576
Q3 2024 Reduced 5.01%
$35.1B
$32.5 Million 0.11% of portfolio
512,563
Q3 2024 Added 3.82%
$164B
$31.3 Million 0.11% of portfolio
60,509
Q3 2024 Added 3.78%
$0
$31.7 Million 0.11% of portfolio
849,502
Q3 2024 Added 4.0%
$0
$31.8 Million 0.11% of portfolio
166,683
Q3 2024 Added 5.87%
$0
$30.9 Million 0.11% of portfolio
115,645
Q3 2024 Added 3.28%
$215B
$30.4 Million 0.1% of portfolio
112,159
Q3 2024 Added 25.08%
Capital Group Core Balanced
-
$29.6 Million 0.1% of portfolio
-
Q3 2024 Added 40.5%
$0
$29.2 Million 0.1% of portfolio
167,112
Q3 2024 Added 3.79%
$0
$30.4 Million 0.1% of portfolio
724,343
Q3 2024 Added 7.89%
$152B
$29.6 Million 0.1% of portfolio
143,406
Q3 2024 Reduced 1.94%
$0
$28.2 Million 0.1% of portfolio
461,950
Q3 2024 Added 0.22%
$0
$28.5 Million 0.1% of portfolio
314,231
Q3 2024 Added 11.18%
$0
$28.3 Million 0.1% of portfolio
533,466
Q3 2024 Reduced 42.23%
$0
$30.6 Million 0.1% of portfolio
365,590
Q3 2024 Added 14.48%
$0
$28.1 Million 0.1% of portfolio
258,995
Q3 2024 Added 1.88%
$14.7B
$28 Million 0.1% of portfolio
984,733
Q3 2024 Added 16.82%

Summary

  • Portfolio
  • No. of Stocks 3,409
  • Current Value $29.4 Billion
  • Prior Value $27.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 251 stocks
  • Additional Purchases 1,699 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,368 stocks
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