Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

Cambridge Investment Research Advisors, Inc. Performance:

2025 Q3: 3.93%YTD: 18.32%2024: 9.37%

Performance for 2025 Q3 is 3.93%, and YTD is 18.32%, and 2024 is 9.37%.

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 $36.4 Billions as of 30 Sep, 2025.

The top stock holdings of Cambridge Investment Research Advisors, Inc. are VB, AAPL, NVDA. The fund has invested 3.3% of it's portfolio in VANGUARD INDEX FDS and 3.1% of portfolio in APPLE.

The fund managers got completely rid off BLACKROCK ETF TRUST (HYMU), FIRST TR EXCHANGE-TRADED (FRI) and HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX (HCOM) stocks. They significantly reduced their stock positions in CITIUS (CTXR), INVESCO and GOLDMAN SACHS (GBIL). Cambridge Investment Research Advisors, Inc. opened new stock positions in ADVISORS SER TR SCHARF (EATV), MORGAN STANLEY ETF TRUST EATON VANCE and BITMINE IMMERSION TECNOLOGIE (BMNR). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F INTERNL (BBAX), STONEX GROUP (SNEX) and WISDOMTREE (DWMF).

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 3.93% in the last quarter. In trailing 12 months, it's portfolio return was 19.57%.

New Buys

No new stocks were added by Cambridge Investment Research Advisors, Inc.

Additions

Ticker	% Inc.
american centy	198
blackrock etf trust	142
ishares	119
vanguard scottsdale fds lg-term	114
vaneck etf trust	112
us bancorp del	99.07
spdr series trust portfli	87.64
j p morgan exchange traded f intrnl	64.32

Additions to existing portfolio by Cambridge Investment Research Advisors, Inc.

Reductions

Ticker	% Reduced
ishares	-42.63
first tr exchange-traded fd ft vest	-38.68
first tr exchng traded fd vi smith	-38.15
etfs gold tr physcl	-34.05
j p morgan exchange traded	-28.12
select sector spdr	-25.9
victory portfolios	-24.52
tractor	-21.72

Cambridge Investment Research Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cambridge Investment Research Advisors, Inc.

Sector Distribution

Cambridge Investment Research Advisors, Inc. has about 66.6% of it's holdings in Others sector.

Sector	%
Others	66.6
Technology	12.2
Consumer Cyclical	3.6
Financial Services	3.3
Communication Services	2.9
Industrials	2.7
Healthcare	2.5
Consumer Defensive	2
Utilities	1.7
Energy	1.3

Market Cap. Distribution

Cambridge Investment Research Advisors, Inc. has about 30.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	66.5
MEGA-CAP	17.9
LARGE-CAP	12.7
MID-CAP	1.6
SMALL-CAP	1.1

Stocks belong to which Index?

About 30.4% of the stocks held by Cambridge Investment Research Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.6
S&P 500	28.3
RUSSELL 2000	2.1

Top 5 Winners (%)		%
BE	bloom	253.6 %
LWLG	lightwave logic	200.0 %
TNYA	tenaya therapeutics	185.7 %
UAMY	united states antimony	184.4 %
WULF	terawulf	160.8 %

Top 5 Winners ($)		$
AAPL	apple	213.3 M
NVDA	nvidia corporation	158.2 M
GOOG	alphabet	65.4 M
TSLA	tesla	65.4 M
QQQ	invesco qqq tr unit ser	64.4 M

Top 5 Losers (%)		%
TALK	talkspace	-100.0 %
NVNO	envveno medical corporation	-77.5 %
AGL	agilon	-55.4 %
LFMD	lifemd	-49.5 %
PTLO	portillos	-44.7 %

Top 5 Losers ($)		$
FSK	fs kkr	-12.1 M
NFLX	netflix	-11.7 M
COST	costco whsl	-8.3 M
MSTR	strategy	-8.2 M
CRM	salesforce	-5.2 M

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 3692 stocks in it's portfolio. About 20.8% of the portfolio is in top 10 stocks. FSK proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	3.07	4,394,120	1,118,880,000	added	1.88

AAXJ	ishares	0.16	848,070	57,525,000	reduced	-8.05

AAXJ	ishares	0.10	383,424	36,483,000	reduced	-1.51

AAXJ	ishares tr 10-20 yr trs	0.09	323,423	33,309,000	added	4.59

AAXJ	ishares tr national	0.09	310,881	33,106,000	added	0.45

AAXJ	ishares tr us aer	0.09	150,409	31,475,000	added	42.79

AAXJ	ishares tr 3 7	0.07	217,614	26,007,000	added	1.38

AAXJ	ishares	0.07	223,814	24,729,000	reduced	-13.73

AAXJ	ishares tr iboxx hi yd	0.06	252,774	20,523,000	added	15.27

AAXJ	ishares	0.05	149,679	17,045,000	reduced	-42.63

AAXJ	ishares	0.05	528,544	16,713,000	added	1.92

AAXJ	ishares tr ishs 1-5yr	0.04	272,365	14,443,000	added	28.15

AAXJ	ishares tr jpmorgan	0.03	128,903	12,270,000	added	34.14

ABBV	abbvie	0.34	535,456	123,979,000	added	2.62

ABC	cencora	0.04	46,951	14,674,000	added	4.5

ABT	abbott labs	0.11	291,631	39,061,000	added	4.03

ACES	alps etf tr alerian	0.04	313,949	14,734,000	added	14.36

ACIO	etf ser solutions distillate	0.05	322,496	18,692,000	added	1.36

ACSG	dbx etf tr xtrack	0.06	464,200	21,548,000	added	1.79

ACSI	tidal trust i fundstrat	0.05	672,284	16,800,000	added	25.36