CI

Cambridge Investment Research Advisors, Inc.

13F
Cambridge Investment Research Advisors, Inc.
Last update 2024-10-28 3371 Stocks (240 new)
Value $29.34 Bil Turnover 7 %
Countries:
Top Holdings: AAPL(3.59%)VOO(3.32%)NVDA(2.34%)QQQ(2.13%)IVV(2.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cambridge Investment Research ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
4,514,910
1051970.000
+1.40%
3.590
+0.05%
0.030
+3.52%
-5.42%
3580182.678
Hardware
VOO 		Vanguard S&P 500 ETF
1,847,742
975000.000
+3.02%
3.320
+0.10%
0.200
+1.14%
-0.91%
528294.358
 
NVDA 		NVIDIA Corp
5,641,567
685110.000
-2.25%
2.340
-0.06%
0.020
+0.82%
+1.21%
3328435.900
Semiconductors
QQQ 		INVESCO QQQ Trust
1,278,075
623790.000
+0.20%
2.130
0%
0.210
+3.13%
-0.79%
317475.581
 
IVV 		iShares Core S&P 500 ETF
1,045,278
602940.000
+2.54%
2.060
+0.05%
0.110
+1.13%
-0.91%
580036.558
 
VTI 		Vanguard Total Stock Market ETF
1,891,850
535700.000
+15.43%
1.830
+0.24%
0.130
+1.52%
-0.87%
428154.700
 
MSFT 		Microsoft Corp
1,203,134
517710.000
+0.81%
1.760
+0.01%
0.020
+0.95%
-0.60%
3114843.301
Software
AMZN 		Amazon.com Inc
2,354,746
438760.000
+1.33%
1.500
+0.02%
0.020
+17.30%
-0.21%
2302156.510
Retail - Cyclical
VXUS 		Vanguard Total International Stock
6,282,301
406720.000
-3.48%
1.390
-0.05%
0.540
-7.08%
-1.19%
75771.215
 
SPY 		S&P 500 ETF TRUST ETF
582,352
334130.000
+0.08%
1.140
0%
0.060
+1.10%
-0.95%
620239.104
 

Cambridge Investment Research Advisors, Inc.'s Historical Top Holdings Breakdowns

Cambridge Investment Research Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.44%
●
25.67 ($27.24) 28.35
$27.01
-0.84%
Add 214.64%
6,709,398
1,525,673
QQQ 		INVESCO QQQ Trust2024-06-30Reduce
-0.38%
●
414.65 ($449.75) 485.21
$507.21
12.78%
Reduce -14.77%
1,275,526
-221,110
QQQ 		INVESCO QQQ Trust2023-12-31Add
+0.34%
●
343.66 ($379.61) 411.5
$507.21
33.61%
Add 15.38%
1,458,165
194,381
SHV 		iShares Short Treasury Bond ETF2023-09-30Add
+0.33%
●
109.99 ($110.25) 110.5
$110.23
-0.02%
Add 360.87%
802,291
628,208
SHV 		iShares Short Treasury Bond ETF2023-12-31Reduce
-0.30%
●
109.86 ($110.23) 110.59
$110.23
0%
Reduce -70.88%
233,630
-568,661
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2024-06-30Add
+0.29%
●
100.13 ($100.4) 100.67
$100.43
0.03%
Add 214.3%
1,130,246
770,635
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-12-31Reduce
-0.28%
●
91.22 ($91.57) 91.84
$91.54
-0.03%
Reduce -38.08%
1,044,267
-642,218
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-09-30Add
+0.25%
●
100.2 ($100.45) 100.67
$100.45
0%
Add 184.33%
822,521
533,239
VOO 		Vanguard S&P 500 ETF2024-06-30Reduce
-0.25%
●
455.1 ($481.2) 504.28
$533.89
10.95%
Reduce -6.95%
1,793,663
-133,900
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.24%
●
255.18 ($272.76) 283.2
$287.30
5.33%
Add 15.43%
1,891,850
252,927

Cambridge Investment Research Advisors, Inc. Total Holding History ($B)

To

Cambridge Investment Research Advisors, Inc.'s Asset Allocation

To

Cambridge Investment Research Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cambridge Investment Research Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Cambridge Investment Research Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cambridge Investment Research Advisors, Inc.'s Holdings Heat Map

Size field:

Cambridge Investment Research Advisors, Inc.'s Holdings Bubble Chart

Cambridge Investment Research Advisors, Inc. News

  • 1

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