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
First Tr Exchng Traded Fd Vi Vest
-
$618,000 0.0% of portfolio
-
Q1 2025 Reduced 3.41%
First Tr Exchng Traded Fd Vi Ft Vest
-
$275,000 0.0% of portfolio
-
Q1 2025 Reduced 8.5%
First Tr Exchng Traded Fd V
-
$324,000 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi Ft Vest U.S.
-
$495,000 0.0% of portfolio
-
Q1 2025 Reduced 1.29%
First Tr Exchng Traded Fd Vi
-
$156,000 0.0% of portfolio
-
Q1 2025 Reduced 15.74%
First Tr Exchng Traded Fd V
-
$1.05 Million 0.0% of portfolio
-
Q1 2025 Reduced 16.64%
First Tr Exchng Traded Fd V
-
$997,000 0.0% of portfolio
-
Q1 2025 Reduced 2.22%
First Tr Exchng Traded Fd V
-
$200,000 0.0% of portfolio
-
Q1 2025 Reduced 6.08%
First Tr Exchng Traded Fd Vi Ft Vest U.S
-
$1.27 Million 0.0% of portfolio
-
Q1 2025 Added 25.22%
First Tr Exchng Traded Fd Vi Ft Vest
-
$525,000 0.0% of portfolio
-
Q1 2025 Reduced 37.6%
First Tr Exchng Traded Fd V
-
$945,000 0.0% of portfolio
-
Q1 2025 Reduced 0.5%
First Tr Exchng Traded Fd Vi Ft Vest
-
$555,000 0.0% of portfolio
-
Q1 2025 Reduced 70.01%
First Tr Exchng Traded Fd Vi Ft Vest U.S
-
$578,000 0.0% of portfolio
-
Q1 2025 Added 6.97%
-
$253,000 0.0% of portfolio
-
Q1 2025 Reduced 28.27%
$0
$721,000 0.0% of portfolio
58,961
Q1 2025 Added 8.73%
$0
$321,000 0.0% of portfolio
13,755
Q1 2025 Reduced 0.32%
First Tr Exchng Traded Fd Vi Ft Vest
-
$809,000 0.0% of portfolio
-
Q1 2025 Reduced 22.13%
$0
$1.28 Million 0.0% of portfolio
30,396
Q1 2025 Added 19.78%
$0
$794,000 0.0% of portfolio
20,050
Q1 2025 Reduced 2.03%
$0
$928,000 0.0% of portfolio
33,971
Q1 2025 Reduced 12.12%
$0
$1.46 Million 0.0% of portfolio
77,093
Q1 2025 Reduced 38.71%
$0
$661,000 0.0% of portfolio
32,898
Q1 2025 Reduced 2.31%
$0
$274,000 0.0% of portfolio
13,714
Q1 2025 Added 1.92%
$0
$404,000 0.0% of portfolio
19,098
Q1 2025 Added 4.47%
First Tr Exchng Traded Fd Vi Ft Vest
-
$463,000 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi Ft Vest
-
$260,000 0.0% of portfolio
-
Q1 2025 Added 2.68%
First Tr Exchng Traded Fd Vi Ft Vest
-
$274,000 0.0% of portfolio
-
Q1 2025 Added 6.74%
First Tr Exchng Traded Fd Vi Ft Vest
-
$308,000 0.0% of portfolio
-
Q1 2025 Reduced 0.17%
First Tr Exchng Traded Fd Vi Vest
-
$265,000 0.0% of portfolio
-
Q1 2025 Reduced 6.36%
First Tr Exchng Traded Fd Vi Vest
-
$1.27 Million 0.0% of portfolio
-
Q1 2025 Reduced 0.17%
First Tr Exchng Traded Fd Vi Vest
-
$826,000 0.0% of portfolio
-
Q1 2025 Reduced 52.19%
First Tr Exchng Traded Fd Vi Vest
-
$1.33 Million 0.0% of portfolio
-
Q4 2024 Added 0.1%
First Tr Exchng Traded Fd Vi Vest
-
$817,000 0.0% of portfolio
-
Q1 2025 Reduced 15.61%
First Tr Exchng Traded Fd Vi Vest
-
$211,000 0.0% of portfolio
-
Q1 2025 Added 0.4%
First Tr Exchng Traded Fd Vi Ft Vest
-
$1.4 Million 0.0% of portfolio
-
Q1 2025 Reduced 49.41%
First Tr Exchng Traded Fd Vi Ft Vest
-
$751,000 0.0% of portfolio
-
Q1 2025 Reduced 7.74%
First Tr Exchng Traded Fd Vi Ft Vest
-
$1.18 Million 0.0% of portfolio
-
Q1 2025 Added 42.21%
First Tr Exchng Traded Fd Vi Ft Vest U.S
-
$1.19 Million 0.0% of portfolio
-
Q1 2025 Reduced 62.64%
First Tr Exchng Traded Fd Vi Ft Vest U.S
-
$977,000 0.0% of portfolio
-
Q1 2025 Reduced 0.06%
First Tr Exchng Traded Fd Vi Ft Vest U.S
-
$1.2 Million 0.0% of portfolio
-
Q1 2025 Added 6.78%
First Tr Exchng Traded Fd Vi Ft Vest
-
$1.22 Million 0.0% of portfolio
-
Q1 2025 Added 31.27%
$0
$629,000 0.0% of portfolio
28,005
Q1 2025 Reduced 28.31%
$0
$1.05 Million 0.0% of portfolio
57,610
Q1 2025 Reduced 65.65%
$0
$725,000 0.0% of portfolio
19,474
Q1 2025 Reduced 5.97%
-
$640,000 0.0% of portfolio
-
Q1 2025 Reduced 35.42%
$0
$1.19 Million 0.0% of portfolio
30,822
Q1 2025 Reduced 29.72%
$0
$981,000 0.0% of portfolio
34,748
Q1 2025 Added 3.61%
-
$208,000 0.0% of portfolio
-
Q1 2025 New
$0
$430,000 0.0% of portfolio
15,129
Q1 2025 Reduced 0.88%

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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