Empfehlung
15,3
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
68.1
20 neu, 15 erhöht, 24,8M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Cambridge Investment Research Advisors, Inc. |
|---|---|
| Ticker | |
| CIK | 0001419186 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 21:32:35.926525 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 1,900,096 | 1,436,251 | 463,845 | 95,623,272 | Aufgestockt | +32,3% | |
| OneAscent Financial Services LLC | 1,470,256 | 695,772 | 774,484 | 43,299,041 | Aufgestockt | +111,3% | |
| Almanack Investment Partners, LLC. | 606,543 | 0 | 606,543 | 30,544,429 | Neu | +100,0% | |
| OneAscent Wealth Management LLC | 530,851 | 370,362 | 160,489 | 15,633,562 | Aufgestockt | +43,3% | |
| Arkadios Wealth Advisors | 230,710 | 0 | 230,710 | 11,610,611 | Neu | +100,0% | |
| Atria Investments, Inc | 103,071 | 422,521 | -319,450 | 3,035,441 | Reduziert | -75,6% | |
| GTS SECURITIES LLC | 68,045 | 30,416 | 37,629 | 2,958,120 | Aufgestockt | +123,7% | |
| Kestra Advisory Services, LLC | 105,360 | 101,396 | 3,964 | 2,592,141 | Aufgestockt | +3,9% | |
| Wealthstream Advisors, Inc. | 47,499 | 0 | 47,499 | 2,391,968 | Neu | +100,0% | |
| Austin Wealth Management, LLC | 45,512 | 49,309 | -3,797 | 2,372,923 | Reduziert | -7,7% | |
| Paul R. Ried Financial Group, LLC | 35,666 | 35,666 | 0 | 1,833,265 | Unverändert | 0,0% | |
| Aspect Partners, LLC | 30,742 | 30,742 | 0 | 1,580,183 | Unverändert | 0,0% | |
| OneAscent Family Office, LLC | 49,766 | 37,759 | 12,007 | 1,465,609 | Aufgestockt | +31,8% | |
| DAYMARK WEALTH PARTNERS, LLC | 26,199 | 26,199 | 0 | 1,346,656 | Unverändert | 0,0% | |
| CAHILL FINANCIAL ADVISORS INC | 25,509 | 25,509 | 0 | 1,311,179 | Unverändert | 0,0% | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 20,922 | 20,922 | 0 | 1,075,418 | Unverändert | 0,0% | |
| Prism Advisors, Inc. | 20,560 | 0 | 20,560 | 1,056,825 | Neu | +100,0% | |
| Walkner Condon Financial Advisors LLC | 19,073 | 0 | 19,073 | 980,374 | Neu | +100,0% | |
| Chicago Partners Investment Group LLC | 16,166 | 16,097 | 69 | 848,706 | Aufgestockt | +0,4% | |
| HighTower Advisors, LLC | 16,488 | 0 | 16,488 | 830,320 | Neu | +100,0% | |
| Triumph Capital Management | 16,116 | 15,270 | 846 | 811,037 | Aufgestockt | +5,5% | |
| Parkside Financial Bank & Trust | 15,535 | 0 | 15,535 | 782,315 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 23,842 | 30,835 | -6,993 | 774,875 | Reduziert | -22,7% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,990 | 6,980 | 7,010 | 503,079 | Aufgestockt | +100,4% | |
| General Partner, Inc. | 8,555 | 8,555 | 0 | 439,735 | Unverändert | 0,0% | |
| OneAscent Investment Solutions LLC | 14,630 | 14,167 | 463 | 430,845 | Aufgestockt | +3,3% | |
| Black Diamond Financial, LLC | 11,093 | 0 | 11,093 | 400,899 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 12,811 | 11,983 | 828 | 377,284 | Aufgestockt | +6,9% | |
| IFP Advisors, Inc | 6,224 | 6,343 | -119 | 183,297 | Reduziert | -1,9% | |
| OSAIC HOLDINGS, INC. | 6,506 | 2,346 | 4,160 | 159,866 | Aufgestockt | +177,3% | |
| UBS Group AG | 943 | 764 | 179 | 29,828 | Aufgestockt | +23,4% | |
| Horizon Investments, LLC | 842 | 540 | 302 | 23,854 | Aufgestockt | +55,9% | |
| Cambridge Investment Research Advisors, Inc. | 214,460 | 195,559 | 18,901 | 8,034 | Aufgestockt | +9,7% | |
| Farther Finance Advisors, LLC | 81 | 86 | -5 | 4,076 | Reduziert | -5,8% | |
| Geneos Wealth Management Inc. | 92 | 92 | 0 | 2,260 | Unverändert | 0,0% | |
| FLOW TRADERS U.S. LLC | 18,019 | 0 | 18,019 | 531 | Neu | +100,0% | |
| Virtu Financial LLC | 4,583 | 0 | 4,583 | 236 | Neu | +100,0% | |
| New Millennium Group LLC | 1 | 1 | 0 | 22 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Financial Security Advisor, Inc. | 1,900,096 | 95,623,272 | 49.60 |
| OneAscent Financial Services LLC | 1,470,256 | 43,299,041 | 22.46 |
| OneAscent Wealth Management LLC | 530,851 | 15,633,562 | 8.11 |
| Arkadios Wealth Advisors | 230,710 | 11,610,611 | 6.02 |
| Atria Investments, Inc | 103,071 | 3,035,441 | 1.57 |
| GTS SECURITIES LLC | 68,045 | 2,958,120 | 1.53 |
| Kestra Advisory Services, LLC | 105,360 | 2,592,141 | 1.34 |
| Austin Wealth Management, LLC | 45,512 | 2,372,923 | 1.23 |
| Paul R. Ried Financial Group, LLC | 35,666 | 1,833,265 | 0.95 |
| Aspect Partners, LLC | 30,742 | 1,580,183 | 0.82 |
| OneAscent Family Office, LLC | 49,766 | 1,465,609 | 0.76 |
| DAYMARK WEALTH PARTNERS, LLC | 26,199 | 1,346,656 | 0.70 |
| CAHILL FINANCIAL ADVISORS INC | 25,509 | 1,311,179 | 0.68 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 20,922 | 1,075,418 | 0.56 |
| Prism Advisors, Inc. | 20,560 | 1,056,825 | 0.55 |
| Walkner Condon Financial Advisors LLC | 19,073 | 980,374 | 0.51 |
| Chicago Partners Investment Group LLC | 16,166 | 848,706 | 0.44 |
| Triumph Capital Management | 16,116 | 811,037 | 0.42 |
| JANE STREET GROUP, LLC | 23,842 | 774,875 | 0.40 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,990 | 503,079 | 0.26 |