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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
GSUSGoldman Sachs Etf Tr Marketbeta
Recent Activity
Exited
0%
$3.977M
53,202 shares@ $74.76 avg price
FMAGFidelity Covington Trust Fidelity
Recent Activity
Exited
0%
$3.258M
109,806 shares@ $29.68 avg price
GCORGoldman Sachs Etf Tr Access
Recent Activity
Exited
0%
$3.207M
78,623 shares@ $40.79 avg price
WIREEncore Wire
Recent Activity
Exited
0%
$3.203M
11,050 shares@ $289.87 avg price
LANCLancaster Colony
Recent Activity
Exited
0%
$2.735M
14,473 shares@ $188.98 avg price
TELTe Connectivity
Recent Activity
Exited
0%
$2.667M
17,728 shares@ $150.44 avg price
WRKWestrock
Recent Activity
Exited
0%
$2.499M
49,714 shares@ $50.27 avg price
DTECAlps Etf Tr Disruptive
Recent Activity
Exited
0%
$2.236M
54,268 shares@ $41.21 avg price
JUNWAim Etf Products Trust Us Lrgcp B20
Recent Activity
Exited
0%
$2.154M
75,347 shares@ $28.59 avg price
ARGTGlobal X Fds Gb Msci Ar
Recent Activity
Exited
0%
$2.095M
36,869 shares@ $56.83 avg price