Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ePlus PLUS Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Sell
2,846
-4
-0.1% -$328 ﹤0.01% 3624
2025
Q4 		$250K Sell
2,850
-115
-4% -$9.49K ﹤0.01% 3379
2025
Q3 		$211K Hold
2,965
– – ﹤0.01% 3439
2025
Q2 		$214K Buy
+2,965
New +$195K ﹤0.01% 3295
2019
Q1 		– Sell
-18,260
Closed -$650K – 2332
2018
Q4 		$650K Buy
18,260
+1,306
+8% +$52.6K 0.01% 1178
2018
Q3 		$786K Buy
+16,954
New +$846K 0.01% 1172
2018
Q1 		– Sell
-17,250
Closed -$649K – 2216
2017
Q4 		$649K Buy
17,250
+2,452
+17% +$103K 0.01% 1162
2017
Q3 		$684K Sell
14,798
-232
-2% -$9.47K 0.01% 1039
2017
Q2 		$557K Buy
15,030
+4,522
+43% +$164K 0.01% 1134
2017
Q1 		$355K Buy
+10,508
New +$322K 0.01% 1268

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return