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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
LLYEli Lilly &
Recent Activity
Decreased -1.81%
0.5%
$146.033M
164,834 shares@ $885.94 avg price
CGDVCapital Group
Recent Activity
Increased 8.33%
0.47%
$138.013M
3.787M shares@ $36.44 avg price
XOMExxon Mobil
Recent Activity
Increased 4.84%
0.47%
$136.673M
1.166M shares@ $117.22 avg price
XLKSelect Sector Spdr
Recent Activity
Increased 10.01%
0.46%
$134.891M
597,495 shares@ $225.77 avg price
GLDSpdr
Recent Activity
Increased 11.58%
0.46%
$133.577M
549,566 shares@ $243.06 avg price
USMVIshares
Recent Activity
Decreased -1.6%
0.46%
$133.496M
1.462M shares@ $91.31 avg price
VEAVanguard Tax-managed Fds Van
Recent Activity
Decreased -1.8%
0.46%
$132.949M
2.518M shares@ $52.81 avg price
TSLATesla
Recent Activity
Decreased -6.57%
0.45%
$132.14M
505,065 shares@ $261.63 avg price
AGGIshares Tr Core Us Aggbd
Recent Activity
Increased 0.99%
0.45%
$131.104M
1.295M shares@ $101.27 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.65%
0.44%
$127.019M
602,385 shares@ $210.87 avg price