test

Danielle N Schaffer

@Cambridge Investment Research Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$29.403BTotal holdings3409
Assets growth rate8.68%Assets growth rate (2-Q avg)6.4%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Investment Research Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3409 positions.

Assets under management

The assets under management (AUM) of Cambridge Investment Research Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 29.403B in assets, with a quarterly growth rate of 8.68% and a 2-quarter average growth rate of 6.4%. The portfolio is managed by Danielle N Schaffer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UTESEtfis Ser Tr I Virtus Reaves
Recent Activity
New Position
0.05%
$13.153M
205,643 shares@ $63.97 avg price
RSSTTidal Tr Ii Return Stckd
Recent Activity
New Position
0.05%
$12.624M
515,268 shares@ $24.5 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.04%
$10.2M
410,143 shares@ $24.87 avg price
AHRAmerican
Recent Activity
New Position
0.03%
$7.58M
290,425 shares@ $26.1 avg price
ZAUGInnovator Etfs Trust
Recent Activity
New Position
0.03%
$6.752M
273,807 shares@ $24.66 avg price
BSCWInvesco Exch Trd Slf Idx Fd Bulletshs
Recent Activity
New Position
0.02%
$5.033M
240,030 shares@ $20.97 avg price
CPSJCalamos
Recent Activity
New Position
0.02%
$4.156M
168,143 shares@ $24.72 avg price
BBREJ P Morgan Exchange Traded F Betbuld
Recent Activity
New Position
0.02%
$4M
39,637 shares@ $100.92 avg price
CPRJCalamos Etf Tr Russell
Recent Activity
New Position
0.02%
$3.598M
142,563 shares@ $25.24 avg price
CGSMCapital Grp
Recent Activity
New Position
0.02%
$3.029M
115,347 shares@ $26.26 avg price