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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
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -4.74%
0.44%
$126.549M
2.517M shares@ $50.29 avg price
RDVYFirst Tr Exchange-traded Fd Risng
Recent Activity
Increased 8.22%
0.43%
$123.649M
2.088M shares@ $59.22 avg price
RSPInvesco Exchange Traded
Recent Activity
Increased 5.47%
0.41%
$117.805M
657,543 shares@ $179.16 avg price
JEPIJ P Morgan Exchange Traded
Recent Activity
Increased 4.86%
0.4%
$115.866M
1.947M shares@ $59.51 avg price
AVGOBroadcom
Recent Activity
Increased 1022.41%
0.39%
$114.535M
663,970 shares@ $172.51 avg price
BILSpdr Ser Tr Bloomberg 1-3
Recent Activity
Increased 5.51%
0.39%
$113.764M
1.239M shares@ $91.81 avg price
SPLGSpdr Ser Tr Portfolio
Recent Activity
Decreased -12.9%
0.38%
$110.675M
1.639M shares@ $67.51 avg price
PGProcter And Gamble
Recent Activity
Increased 2.03%
0.38%
$109.378M
631,515 shares@ $173.2 avg price
COSTCostco Whsl
Recent Activity
Increased 2.42%
0.38%
$109.271M
123,259 shares@ $886.52 avg price
QUALIshares
Recent Activity
Increased 5.76%
0.38%
$109.022M
608,044 shares@ $179.3 avg price