Latest Cambridge Investment Research Advisors, Inc. Stock Portfolio

Cambridge Investment Research Advisors, Inc. Performance:

2024 Q4: 0.6%YTD: 7.73%2023: 10.22%

Performance for 2024 Q4 is 0.6%, and YTD is 7.73%, and 2023 is 10.22%.

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 $29.9 Billions as of 31 Dec, 2024.

The top stock holdings of Cambridge Investment Research Advisors, Inc. are AAPL, VB, NVDA. The fund has invested 3.7% of it's portfolio in APPLE and 3.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ARISTA NETWORKS (ANET), LAM RESEARCH (LRCX) and INVESCO EXCH TRD SLF IDX FD BULSHS (BSAE) stocks. They significantly reduced their stock positions in RED CAT HLDGS, VANECK ETF TRUST PHARMACEUTCL (AFK) and EPAM SYS (EPAM). Cambridge Investment Research Advisors, Inc. opened new stock positions in ARISTA NETWORKS (ANET), BLACKROCK and LAM RESEARCH (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR IBONDS (DMXF), ISHARES TR CHINA LG-CAP (IJR) and ISHARES U S ETF TR INT RT HD (CCRV).

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 0.6% in the last quarter. In trailing 12 months, it's portfolio return was 7.73%.

New Buys

Ticker	$ Bought
arista networks	29,221,000
blackrock	18,859,000
lam research	16,878,000

New stocks bought by Cambridge Investment Research Advisors, Inc.

Additions

Ticker	% Inc.
vanguard scottsdale fds vng	648
tractor	430
capital grp	399
schwab strategic tr us lcap	371
ishares tr u.s. insrnce	299
capital grp fixed incm etf	283
schwab strategic tr us lcap	247
schwab strategic	217

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

Reductions

Ticker	% Reduced
ishares	-55.19
vanguard scottsdale fds	-52.83
vanguard world fd consum	-48.9
ishares	-45.51
ishares tr sp smcp600vl	-44.06
ishares	-39.94
vaneck etf trust	-39.71
pimco	-38.76

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% of it's holdings in Others sector.

Sector	%
Others	66
Technology	11.9
Consumer Cyclical	4.1
Financial Services	3.4
Healthcare	2.7
Industrials	2.6
Communication Services	2.6
Consumer Defensive	2.2
Utilities	1.7
Energy	1.5

Market Cap. Distribution

Cambridge Investment Research Advisors, Inc. has about 31% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65.9
MEGA-CAP	18.4
LARGE-CAP	12.6
MID-CAP	1.7
SMALL-CAP	1.2

Stocks belong to which Index?

About 31.4% of the stocks held by Cambridge Investment Research Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68.6
S&P 500	29.3
RUSSELL 2000	2.1

Top 5 Winners (%)		%
CECE	ceco environmental
BMTX	bm technologies	1100.0 %
RGTI	rigetti	917.3 %
QUBT	quantum	435.6 %
QBTS	d-wave	415.3 %

Top 5 Winners ($)		$
AMZN	amazon	77.9 M
AAPL	apple	76.0 M
NVDA	nvidia corporation	72.2 M
TSLA	tesla	71.6 M
PLTR	palantir technologies	48.8 M

Top 5 Losers (%)		%
TSCO	tractor	-81.3 %
ANET	arista networks	-72.0 %
EDIT	editas medicine	-61.5 %
ASPN	aspen aerogels	-56.7 %
VRCA	verrica	-52.9 %

Top 5 Losers ($)		$
ANET	arista networks	-75.0 M
TSCO	tractor	-66.1 M
PANW	palo alto networks	-27.7 M
AMD	advanced micro devices	-19.5 M
LLY	eli lilly &	-18.5 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 3436 stocks in it's portfolio. About 21.6% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for Cambridge Investment Research Advisors, Inc. last quarter.

Last Reported on: 14 Feb, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple	3.66	4,375,470	1,095,710,000	reduced	-3.09
Historical Trend of APPLE Position Held By Cambridge Investment Research Advisors, Inc. What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	VB	vanguard index fds	3.33	1,851,220	997,455,000	added	0.19

	NVDA	nvidia corporation	2.57	5,731,450	769,676,000	added	1.59

	QQQ	invesco qqq tr unit ser	2.27	1,328,810	679,329,000	added	3.97

	IJR	ishares	2.06	1,048,040	616,963,000	added	0.26

	VB	vanguard index fds	1.92	1,981,660	574,304,000	added	4.75

	AMZN	amazon	1.73	2,359,790	517,714,000	added	0.21

	MSFT	microsoft	1.67	1,186,760	500,218,000	reduced	-1.36

	VXUS	vanguard star fds vg	1.25	6,356,660	374,598,000	added	1.18

	SPY	spdr	1.14	579,578	339,679,000	reduced	-0.48

		berkshire hathaway inc del	1.04	686,400	311,131,000	added	1.17

	AFTY	pacer fds tr us cash cows	0.84	4,450,720	251,377,000	reduced	-1.09

	BIV	vanguard bd index fds	0.71	2,944,350	211,728,000	reduced	-2.67

	TSLA	tesla	0.68	501,898	202,686,000	reduced	-0.63

	FNDA	schwab strategic	0.65	7,099,960	193,971,000	added	217

	BBAX	j p morgan exchange traded	0.64	3,781,150	190,457,000	added	118

	VB	vanguard index fds	0.63	461,639	189,475,000	added	2.14

	GOOG	alphabet	0.61	962,847	182,267,000	reduced	-1.52

	VIG	vanguard specialized funds	0.59	897,884	175,833,000	added	0.89

	VB	vanguard index fds	0.58	1,034,400	175,123,000	added	1.47