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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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FAIRFIELD IA Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance