Long-term investor
Cambridge Investment Research Advisors, Inc. @cambridgeinvestmentresea
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001419186).
Record
- Tracked since 2025-06-30 (441 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 34% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 3.3% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- 46090E103 · 2.1% · long · since 2025-06-30
- IVV · 2.0% · long · since 2025-06-30
- VTI · 1.9% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- VXUS · 1.2% · long · since 2025-06-30
- SPY · 1.2% · long · since 2025-06-30
- MSFT · 1.1% · long · since 2025-06-30
- CGDV · 0.9% · long · since 2025-06-30
- BRK-B · 0.9% · long · since 2025-06-30