Cambridge Investment Research Advisors, Inc.

CIK
1419186
City
FAIRFIELD
State / Country
IA

Top Portfolio Positions

1,930 positions · $14,738,735,337 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
4,385,052 $1,112,882,347 7.55%
NVDA
Nvidia Corp
Technology
5,674,949 $989,711,105 6.72%
QQQ
Invesco Qqq Trust, Series 1
1,272,210 $734,294,167 4.98%
AMZN
Amazon Com Inc
Consumer Cyclical
2,445,594 $509,343,862 3.46%
MSFT
Microsoft Corp
Technology
1,281,790 $474,480,204 3.22%
SPY
Spdr S&P 500 Etf Trust
643,723 $418,638,815 2.84%
GOOGL
Alphabet Inc.
Communication Services
1,004,911 $288,972,207 1.96%
GLD
Spdr Gold Trust
584,011 $251,294,093 1.70%
AVGO
Broadcom Inc.
Technology
690,788 $213,805,793 1.45%
JPM
Jpmorgan Chase & Co
Financial Services
685,325 $201,595,202 1.37%

Portfolio Trend

26 quarters · across all stocks

Holdings in EFC

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $595,995 50,295
2025-12-31 $591,626 43,566
2025-09-30 $470,395 36,240
2025-06-30 $400,702 30,847
2025-03-31 $374,435 28,238
2024-12-31 $258,713 21,346
2024-09-30 $268,460 20,827
2024-06-30 $271,763 22,497
2024-03-31 $245,588 20,795
2023-12-31 $201,847 15,881
2023-09-30 $258,004 20,690
2023-06-30 $256,031 18,553
2023-03-31 $163,150 13,362
2022-12-31 $155,379 12,561
2022-09-30 $114,416 10,063
2022-06-30 $147,213 10,035
2021-09-30 $204,134 11,161
2021-06-30 $269,689 14,083
2021-03-31 $231,456 14,457
2020-12-31 $226,562 15,267
2020-09-30 $190,961 15,576
2020-06-30 $194,122 16,479
2020-03-31 $99,993 17,512