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
Doubleline ETF Trust Mortgage
-
$429,000 0.0% of portfolio
-
Q1 2025 Reduced 1.53%
$0
$436,000 0.0% of portfolio
27,890
Q4 2024 Reduced 1.59%
$213M
$28,000 0.0% of portfolio
16,542
Q1 2025 Reduced 8.84%
$8.21B
$352,000 0.0% of portfolio
13,195
Q1 2025 Reduced 43.17%
$2.85B
$1.39 Million 0.0% of portfolio
81,347
Q1 2025 Reduced 21.06%
$2.67B
$1.32 Million 0.0% of portfolio
21,385
Q1 2025 Added 3.27%
$1.72B
$846,000 0.0% of portfolio
111,325
Q1 2025 Reduced 41.23%
$15.6B
$1.23 Million 0.0% of portfolio
26,014
Q1 2025 Reduced 1.53%
$1.26B
$312,000 0.0% of portfolio
24,044
Q1 2025 New
$6.28B
$261,000 0.0% of portfolio
4,155
Q1 2025 Reduced 21.44%
$264M
$373,000 0.0% of portfolio
182,766
Q1 2025 Added 3.06%
$4.37B
$481,000 0.0% of portfolio
9,143
Q1 2025 Reduced 8.71%
$553M
$412,000 0.0% of portfolio
19,640
Q1 2025 Added 72.84%
$0
$592,000 0.0% of portfolio
13,940
Q1 2025 Reduced 8.89%
-
$469,000 0.0% of portfolio
-
Q1 2025 Added 2.93%
-
$1.16 Million 0.0% of portfolio
-
Q1 2025 Added 93.27%
$0
$213,000 0.0% of portfolio
21,195
Q1 2025 Added 37.7%
$0
$752,000 0.0% of portfolio
15,821
Q1 2025 Added 15.58%
$0
$214,000 0.0% of portfolio
4,994
Q1 2025 Added 0.08%
ETF Opportunities Trust Smi 3 Fourteen
-
$246,000 0.0% of portfolio
-
Q1 2025 New
ETF Opportunities Trust Rex Fang &
-
$1.06 Million 0.0% of portfolio
-
Q1 2025 Added 4.72%
$7.25B
$907,000 0.0% of portfolio
4,085
Q1 2025 Reduced 24.39%
$0
$727,000 0.0% of portfolio
89,746
Q1 2025 Added 5.18%
$2.05B
$243,000 0.0% of portfolio
22,971
Q1 2025 Reduced 5.53%
$0
$776,000 0.0% of portfolio
75,654
Q1 2025 Reduced 1.64%
$0
$1.39 Million 0.0% of portfolio
65,821
Q1 2025 Reduced 1.2%
$0
$728,000 0.0% of portfolio
57,981
Q1 2025 Reduced 3.46%
$0
$258,000 0.0% of portfolio
25,868
Q1 2025 Added 0.75%
$0
$1.03 Million 0.0% of portfolio
102,945
Q1 2025 Reduced 3.03%
$0
$437,000 0.0% of portfolio
23,999
Q1 2025 Reduced 2.61%
$0
$758,000 0.0% of portfolio
30,850
Q1 2025 Reduced 1.89%
$0
$643,000 0.0% of portfolio
58,547
Q1 2025 Reduced 66.92%
$0
$510,000 0.0% of portfolio
37,363
Q1 2025 Reduced 1.42%
$0
$1.12 Million 0.0% of portfolio
98,304
Q1 2025 Reduced 0.99%
$153M
$99,000 0.0% of portfolio
85,716
Q1 2025 Reduced 0.73%
$3.85B
$192,000 0.0% of portfolio
11,428
Q1 2025 Reduced 75.0%
$772M
$374,000 0.0% of portfolio
28,238
Q1 2025 Added 32.29%
$75.2M
$91,000 0.0% of portfolio
16,903
Q1 2025 Added 0.28%
$0
$182,000 0.0% of portfolio
20,012
Q1 2025 Reduced 6.43%
$9.64B
$1.3 Million 0.0% of portfolio
28,107
Q1 2025 Reduced 6.27%
$889M
$361,000 0.0% of portfolio
84,604
Q1 2025 Added 17.6%
$779M
$395,000 0.0% of portfolio
20,245
Q1 2025 Added 2.84%
$11.9B
$972,000 0.0% of portfolio
9,597
Q1 2025 Added 30.06%
$852M
$372,000 0.0% of portfolio
99,620
Q1 2025 Added 16.16%
$0
$322,000 0.0% of portfolio
4,614
Q1 2025 Reduced 0.67%
Tcw ETF Trust
-
$489,000 0.0% of portfolio
-
Q1 2025 Reduced 2.27%
$4.87B
$1.13 Million 0.0% of portfolio
18,188
Q1 2025 Added 38.65%
$8.52B
$1.07 Million 0.0% of portfolio
8,298
Q1 2025 Added 23.23%
$1.29B
$492,000 0.0% of portfolio
67,088
Q1 2025 Added 15.54%

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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