Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio
Cambridge Investment Research Advisors, Inc. Performance:
2025 Q1: -2.19%YTD: -2.19%2024: 7.73%
Performance for 2025 Q1 is -2.19%, and YTD is -2.19%, and 2024 is 7.73%.
About Cambridge Investment Research Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cambridge Investment Research Advisors, Inc. reported an equity portfolio of $29.6 Billions as of 31 Mar, 2025.
The top stock holdings of Cambridge Investment Research Advisors, Inc. are AAPL, VB, QQQ. The fund has invested 3.2% of it's portfolio in APPLE and 3.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F BETABUILDERS (BBAX), INNOVATOR ETFS TRUST and BONDBLOXX ETF TRUST CCC (XHYC) stocks. They significantly reduced their stock positions in FIRST (FRI), WISDOMTREE (JAMF) and ISHARES U S ETF TR INT RT HD (CCRV). Cambridge Investment Research Advisors, Inc. opened new stock positions in HARTFORD FDS EXCHANGE TRADED (HCOM), BLACKROCK ETF TRUST (HYMU) and ADVISORS INNER CIRCLE FD III STRATEGAS (RAYD). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN INTMD (AGGH), AMERICAN FINL GROUP INC OHIO (AFG) and FEDERATED HERMES ETF TRUST MDT (FCSH).
The top stock holdings of Cambridge Investment Research Advisors, Inc. are AAPL, VB, QQQ. The fund has invested 3.2% of it's portfolio in APPLE and 3.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F BETABUILDERS (BBAX), INNOVATOR ETFS TRUST and BONDBLOXX ETF TRUST CCC (XHYC) stocks. They significantly reduced their stock positions in FIRST (FRI), WISDOMTREE (JAMF) and ISHARES U S ETF TR INT RT HD (CCRV). Cambridge Investment Research Advisors, Inc. opened new stock positions in HARTFORD FDS EXCHANGE TRADED (HCOM), BLACKROCK ETF TRUST (HYMU) and ADVISORS INNER CIRCLE FD III STRATEGAS (RAYD). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN INTMD (AGGH), AMERICAN FINL GROUP INC OHIO (AFG) and FEDERATED HERMES ETF TRUST MDT (FCSH).
Cambridge Investment Research Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cambridge Investment Research Advisors, Inc. made a return of -2.19% in the last quarter. In trailing 12 months, it's portfolio return was 1.88%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| fidelity covington trust | 1,039 |
| invesco actvely mngd etc fd optimum | 241 |
| dimensional etf trust | 217 |
| first tr exchange-traded | 216 |
| victory portfolios | 180 |
| pacer fds | 179 |
| dimensional etf trust | 177 |
| first tr lrge | 154 |
Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr 0-3 | -44.06 |
| fortinet | -43.92 |
| j p morgan exchange traded | -43.4 |
| ishares | -34.73 |
| dimensional etf trust | -34.16 |
| select sector spdr | -30.09 |
| texas instrs | -29.89 |
| ishares | -27.89 |
Cambridge Investment Research Advisors, Inc. reduced stake in above stock
Sold off
Sector Distribution
Cambridge Investment Research Advisors, Inc. has about 67.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.2 |
| Technology | 10.5 |
| Financial Services | 3.6 |
| Consumer Cyclical | 3.5 |
| Healthcare | 3 |
| Industrials | 2.5 |
| Communication Services | 2.5 |
| Consumer Defensive | 2.4 |
| Utilities | 1.8 |
| Energy | 1.7 |
Market Cap. Distribution
Cambridge Investment Research Advisors, Inc. has about 29.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.1 |
| MEGA-CAP | 16.9 |
| LARGE-CAP | 13 |
| MID-CAP | 1.6 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 30.1% of the stocks held by Cambridge Investment Research Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.9 |
| S&P 500 | 28.1 |
| RUSSELL 2000 | 2 |
Cambridge Investment Research Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. has 3472 stocks in it's portfolio. About 19.9% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.
Last Reported on: 22 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple | 3.25 | 4,338,720 | 963,760,000 | reduced | -0.84 | ||
| AAXJ | ishares | 0.25 | 674,451 | 74,500,000 | reduced | -1.32 | ||
| AAXJ | ishares | 0.14 | 690,031 | 40,670,000 | reduced | -13.58 | ||
| AAXJ | ishares tr 10-20 yr trs | 0.10 | 295,077 | 30,614,000 | added | 26.64 | ||
| AAXJ | ishares | 0.10 | 318,434 | 29,863,000 | reduced | -19.89 | ||
| AAXJ | ishares tr national | 0.10 | 273,138 | 28,800,000 | reduced | -1.04 | ||
| AAXJ | ishares | 0.09 | 259,814 | 25,981,000 | reduced | -27.89 | ||
| AAXJ | ishares tr 3 7 | 0.07 | 169,527 | 20,027,000 | reduced | -5.98 | ||
| AAXJ | ishares | 0.06 | 612,929 | 18,835,000 | reduced | -10.32 | ||
| AAXJ | ishares tr iboxx hi yd | 0.06 | 219,256 | 17,297,000 | added | 45.37 | ||
| AAXJ | ishares tr us aer | 0.05 | 104,852 | 16,053,000 | added | 17.63 | ||
| AAXJ | ishares tr mrgstr | 0.04 | 144,821 | 10,345,000 | added | 3.31 | ||
| ABBV | abbvie | 0.36 | 511,060 | 107,077,000 | added | 4.34 | ||
| ABC | cencora | 0.04 | 37,233 | 10,354,000 | reduced | -21.15 | ||
| ABT | abbott labs | 0.13 | 280,718 | 37,237,000 | reduced | -10.1 | ||
| ACES | alps etf tr alerian | 0.08 | 446,713 | 23,202,000 | added | 69.86 | ||
| ACIO | etf ser solutions distillate | 0.06 | 318,321 | 17,266,000 | added | 9.62 | ||
| ACN | accenture plc ireland | 0.05 | 50,778 | 15,845,000 | reduced | -1.48 | ||
| ACSG | dbx etf tr xtrack | 0.05 | 368,951 | 15,976,000 | added | 7.36 | ||
| ACWF | ishares | 0.25 | 1,598,640 | 73,665,000 | added | 8.4 | ||