CI

Cambridge Investment Research Advisors, Inc.

13F
Cambridge Investment Research Advisors, Inc.
Last update 2024-07-26 3276 Stocks (176 new)
Value $27.00 Bil Turnover 6 %
Countries:
Top Holdings: AAPL(3.47%)VOO(3.32%)NVDA(2.64%)QQQ(2.26%)IVV(2.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cambridge Investment Research ... Top Holdings of 2024-06-30 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
4,452,615
937810.000
-1.94%
3.470
-0.06%
0.030
+9.38%
+18.56%
3457420.754
Hardware
VOO 		Vanguard S&P 500 ETF
1,793,663
897070.000
-6.95%
3.320
-0.25%
-
0%
0%
491791.938
 
NVDA 		NVIDIA Corp
5,771,624
713030.000
+0.47%
2.640
+0.01%
0.020
+2.41%
+144.29%
2966903.500
Semiconductors
QQQ 		INVESCO QQQ Trust
1,275,526
611120.000
-14.77%
2.260
-0.38%
-
+2.41%
+18.52%
291610.296
 
IVV 		iShares Core S&P 500 ETF
1,019,348
557820.000
-0.29%
2.070
-0.01%
-
+5.62%
+20.65%
531471.618
 
MSFT 		Microsoft Corp
1,193,445
533410.000
-1.18%
1.980
-0.02%
0.020
-3.93%
+14.79%
3191040.542
Software
AMZN 		Amazon.com Inc
2,323,770
449070.000
+0.14%
1.660
0%
0.020
+4.56%
+27.70%
2036454.842
Retail - Cyclical
VTI 		Vanguard Total Stock Market ETF
1,638,923
438430.000
+0.13%
1.620
0%
-
+5.60%
+19.24%
421233.714
 
VXUS 		Vanguard Total International Stock
6,508,746
392480.000
-1.09%
1.450
-0.02%
-
+6.26%
+10.92%
75899.334
 
SPY 		S&P 500 ETF TRUST ETF
581,892
316680.000
+0.45%
1.170
+0.01%
-
+5.26%
+20.20%
569404.493
 

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
QQQ 		INVESCO QQQ Trust2024-06-30Reduce
-0.38%
●
414.65 ($449.75) 485.21
$485.37
7.92%
Reduce -14.77%
1,275,526
-221,110
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2024-06-30Add
+0.29%
●
100.13 ($100.4) 100.67
$100.58
0.18%
Add 214.3%
1,130,246
770,635
VOO 		Vanguard S&P 500 ETF2024-06-30Reduce
-0.25%
●
455.1 ($481.2) 504.28
$526.68
9.45%
Reduce -6.95%
1,793,663
-133,900
SHV 		iShares Short Treasury Bond ETF2024-06-30Add
+0.24%
●
110.04 ($110.27) 110.51
$110.56
0.26%
Add 286.94%
808,403
599,481
DIA 		SPDR Dow Jones Industrial Average ETF2024-06-30Reduce
-0.24%
●
377.31 ($388.19) 399.95
$422.13
8.74%
Reduce -57.72%
112,427
-153,501
GSY 		Invesco Ultra Short Duration ETF2024-06-30Add
+0.22%
●
49.77 ($49.92) 50.09
$50.17
0.50%
Add 788.35%
1,371,618
1,217,217
XLE 		The Energy Select Sector SPDR Fund2024-06-30Add
+0.10%
●
88.04 ($93.15) 98.08
$88.90
-4.56%
Add 55.44%
851,010
303,517
USFR 		WisdomTree Floating Rate Treasury Fund2024-06-30Add
+0.10%
●
50.28 ($50.4) 50.52
$50.40
0%
Add 58.67%
1,489,388
550,713
XLK 		Technology Select Sector SPDR ETF2024-06-30Reduce
-0.09%
●
192.53 ($210.58) 231.41
$223.61
6.19%
Reduce -17.58%
543,171
-115,845
SPMO 		Invesco S&P 500 Momentum ETF2024-06-30Add
+0.08%
●
74.81 ($81.23) 88.63
$91.16
12.22%
Add 505.27%
282,635
235,939

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 2024-06-30

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

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