CAMBRIDGE INVESTMENT Overview

Cambridge Investment Research Advisors Inc. is an investment advisor that manages 23.5 BN dollars in regulatory AUM and has 2123 employees, of which 2108 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 06/30/16. The fund's latest filing disclosed 5BN in positions, representing 20% of the manager's regulatory AUM.

CAMBRIDGE INVESTMENT StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAMBRIDGE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAMBRIDGE INVESTMENT Founders and Key Employees

Name Title In Position Since
Eric Schwartz Chief Executive Officer/Chairman, Board Of Directors September-2007
Peter D. Dollive First Vice President, Due Diligence/Treasurer September-2007
Amy L. Webber President/Sec'Y/Director September-2007
James D. Sullivan Executive Vice President/Director July-2006
Jerry L. Oliver Sr. Vice President, Finance & Human Resources/Finop August-2007
Thomas J. Anderson First Vp, Compliance/Chief Compliance Officer January-2011
Ryan S. Reineke Sr. Vice President, Operations And Technology/Chief Operating Officer February-2014

CAMBRIDGE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CAMBRIDGE INVESTMENT Investment Strategy

Item 8 – Client Contact with Portfolio Managers

Clients generally, will not contact CIRA directly but instead would contact their Advisor Representative for questions, concerns, to update personal information, or obtain account information.



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Cambridge Investment Research Advisors, Inc. Disclosure Brochure
Item 9 – Additional Information

A. ...
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CAMBRIDGE INVESTMENT Portfolio Concentration

CAMBRIDGE INVESTMENT Location

1776 PLEASANT PLAIN RD.
FAIRFIELD, Iowa
UNITED STATES, 52556-8757

CAMBRIDGE INVESTMENT Contact Information

Phone Number: 641-472-5100
Fax Number: 641-470-1294
Website:

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