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
$98.9B
$17 Million 0.06% of portfolio
541,733
Q3 2024 Added 26.05%
$150B
$16.6 Million 0.06% of portfolio
17,446
Q3 2024 Reduced 1.92%
$151B
$18.6 Million 0.06% of portfolio
445,873
Q3 2024 Added 1.68%
$0
$16.4 Million 0.06% of portfolio
263,518
Q3 2024 Added 9.3%
$0
$18.2 Million 0.06% of portfolio
85,889
Q3 2024 Reduced 17.95%
$0
$18.9 Million 0.06% of portfolio
98,685
Q3 2024 Added 8.25%
$0
$17.1 Million 0.06% of portfolio
764,801
Q3 2024 Added 4.43%
$0
$18.4 Million 0.06% of portfolio
229,118
Q3 2024 Added 71.01%
$36.6B
$16.7 Million 0.06% of portfolio
1,578,157
Q3 2024 Added 2.29%
$224B
$18.1 Million 0.06% of portfolio
36,573
Q3 2024 Added 8.27%
$22.4B
$17.1 Million 0.06% of portfolio
89,091
Q3 2024 Reduced 0.67%
$0
$16.7 Million 0.06% of portfolio
138,865
Q3 2024 Reduced 3.25%
$0
$17.7 Million 0.06% of portfolio
839,114
Q3 2024 Added 3.21%
$30.9B
$17.3 Million 0.06% of portfolio
145,699
Q3 2024 Reduced 3.72%
$0
$17.1 Million 0.06% of portfolio
150,988
Q3 2024 Reduced 17.94%
$0
$17.4 Million 0.06% of portfolio
161,775
Q3 2024 Added 64.3%
$0
$17.6 Million 0.06% of portfolio
86,687
Q3 2024 Reduced 2.18%
$0
$17 Million 0.06% of portfolio
334,162
Q3 2024 Added 7.73%
$0
$18.5 Million 0.06% of portfolio
220,093
Q3 2024 Added 2.27%
$0
$18 Million 0.06% of portfolio
272,734
Q3 2024 Added 3.89%
Litman Gregory Fds Tr Polen
-
$17.6 Million 0.06% of portfolio
-
Q3 2024 Reduced 1.66%
$3.04B
$18.5 Million 0.06% of portfolio
109,561
Q3 2024 Added 927.29%
$0
$17 Million 0.06% of portfolio
506,204
Q3 2024 Reduced 10.04%
$0
$16.5 Million 0.06% of portfolio
174,881
Q3 2024 Added 7.21%
$0
$16.6 Million 0.06% of portfolio
819,187
Q3 2024 Added 19.52%
$147B
$16.7 Million 0.06% of portfolio
65,660
Q3 2024 Added 2.7%
-
$17.9 Million 0.06% of portfolio
-
Q3 2024 Added 47.09%
$0
$18.6 Million 0.06% of portfolio
451,324
Q3 2024 Reduced 26.35%
$0
$16.4 Million 0.06% of portfolio
680,437
Q3 2024 Reduced 1.41%
$0
$18.2 Million 0.06% of portfolio
398,992
Q3 2024 Reduced 12.09%
$0
$18.8 Million 0.06% of portfolio
456,172
Q3 2024 Added 6.39%
$0
$18 Million 0.06% of portfolio
198,803
Q3 2024 Added 35.43%
$141B
$18.8 Million 0.06% of portfolio
234,074
Q3 2024 Reduced 6.31%
$139B
$18 Million 0.06% of portfolio
239,825
Q3 2024 Added 6.93%
$149B
$18.1 Million 0.06% of portfolio
73,413
Q3 2024 Reduced 0.37%
$51.3B
$17.1 Million 0.06% of portfolio
21,178
Q3 2024 Reduced 0.94%
$0
$16.7 Million 0.06% of portfolio
81,015
Q3 2024 Added 0.39%
$243B
$18.9 Million 0.06% of portfolio
53,368
Q3 2024 Added 11.93%
$120B
$16.9 Million 0.06% of portfolio
187,228
Q3 2024 Reduced 0.27%
$127B
$13.5 Million 0.05% of portfolio
48,607
Q3 2024 Added 14.03%
$70.9B
$13.6 Million 0.05% of portfolio
215,773
Q3 2024 Reduced 20.01%
Sila Realty Trust
-
$14.3 Million 0.05% of portfolio
-
Q3 2024 Reduced 22.8%
$1.59B
$15.3 Million 0.05% of portfolio
265,531
Q3 2024 Reduced 8.63%
$102B
$15.7 Million 0.05% of portfolio
60,452
Q3 2024 Added 2.39%
$151B
$14.1 Million 0.05% of portfolio
50,721
Q3 2024 Reduced 2.69%
$0
$13.7 Million 0.05% of portfolio
246,608
Q3 2024 Reduced 57.03%
$45.5B
$15.2 Million 0.05% of portfolio
263,655
Q3 2024 Reduced 2.32%
$0
$15.3 Million 0.05% of portfolio
1,175,075
Q3 2024 Added 43.53%
$27.3B
$13.5 Million 0.05% of portfolio
247,682
Q3 2024 Reduced 3.48%

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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