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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
IWFGIndexiq Active Etf Tr Iq Winslow
Recent Activity
Exited
0%
$1.75M
38,336 shares@ $45.65 avg price
FAMFirst Tr Abrdn
Recent Activity
Exited
0%
$1.258M
198,414 shares@ $6.35 avg price
NBDSNeuberger Berman Etf Trust Disrupters
Recent Activity
Exited
0%
$1.183M
39,483 shares@ $29.97 avg price
QMOMEa Series Trust Us Quan
Recent Activity
Exited
0%
$1.165M
19,988 shares@ $58.29 avg price
XNOVFirst Tr Exchng Traded Fd V
Recent Activity
Exited
0%
$1.071M
32,408 shares@ $33.05 avg price
PBR.APetroleo Brasileiro Sa Petro Sp Adr Non
Recent Activity
Exited
0%
$802,000
58,778 shares@ $13.65 avg price
ATGEAdtalem Global Ed
Recent Activity
Exited
0%
$786,000
11,530 shares@ $68.17 avg price
OVVOvintiv
Recent Activity
Exited
0%
$779,000
16,613 shares@ $46.9 avg price
BTUPeabody
Recent Activity
Exited
0%
$728,000
32,894 shares@ $22.14 avg price
DBDeutsche Bank A G Namen
Recent Activity
Exited
0%
$664,000
41,643 shares@ $15.95 avg price