Cambridge Investment Research Advisors is based out of Fairfield. Cambridge Investment Research Advisors is a large advisory firm with 314992 clients and discretionary assets under management (AUM) of $71,799,420,751 (Form ADV from 2024-01-10). Their last reported 13F filing for Q4 2023 included $23,471,019,000 in managed 13F securities
and a top 10 holdings concentration of 21.02%. Cambridge Investment Research Advisors's largest holding is Apple Inc with shares held of 4,678,424. Whalewisdom has at least 78 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
QQQ Invesco QQQ Trust, S | 0.43% |
VOO VANGUARD 500 INDEX F | 0.25% |
MSFT Microsoft Corp. | 0.21% |
SPY SPDR S&P 500 ETF TRU | 0.17% |
DIA SPDR DOW JONES INDUS | 0.17% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BIL SPDR(R) Bloomberg 1- | 0.32% |
SHV iShares Short Treasu | 0.3% |
SHY iShares 1-3 Year Tre | 0.24% |
SGOV iShares 0-3 Month Tr | 0.17% |
JPST JPMorgan Ultra-Short | 0.11% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 3.84% |
VOO VANGUARD 500 INDEX F | 3.54% |
QQQ Invesco QQQ Trust, S | 2.54% |
IVV iShares Core S&P 500 | 2.12% |
MSFT Microsoft Corp. | 1.9% |
2023-12-31
13F Activity
Market Value | $23.5b, Prior: $21.4b |
New Purchases | 220 stocks |
Added To | 1261 stocks |
Sold out of | 170 stocks |
Reduced holdings in | 1624 stocks |
Top 10 Holdings % | 21.02% |
Turnover %[1] | 12.28% |
Turnover Alt %[2] | 6.56% |
Time Held Top 20 | 22.45 quarters |
Time Held Top 10 | 25.6 quarters |
Time Held All | 21.97 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31