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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
ECEcopetrol S A Sponsored
Recent Activity
Exited
0%
$654,000
58,401 shares@ $11.2 avg price
HUBGHub Group
Recent Activity
Exited
0%
$649,000
15,065 shares@ $43.08 avg price
MUSAMurphy
Recent Activity
Exited
0%
$647,000
1,378 shares@ $469.53 avg price
IOCTInnovator Etfs
Recent Activity
Exited
0%
$624,000
21,315 shares@ $29.28 avg price
KVYOKlaviyo Inc Com Ser
Recent Activity
Exited
0%
$622,000
25,000 shares@ $24.88 avg price
JWNNordstrom
Recent Activity
Exited
0%
$616,000
29,024 shares@ $21.23 avg price
REMXVaneck Etf Trust Rare Earth
Recent Activity
Exited
0%
$609,000
14,316 shares@ $42.54 avg price
WASHWashington Tr Bancorp
Recent Activity
Exited
0%
$607,000
22,160 shares@ $27.4 avg price
COLBColumbia Bkg Sys
Recent Activity
Exited
0%
$551,000
27,690 shares@ $19.9 avg price
GSSCGoldman Sachs Etf Tr Activebeta
Recent Activity
Exited
0%
$542,000
8,559 shares@ $63.33 avg price