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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
FIBKFirst Intst Bancsystem
Recent Activity
Exited
0%
$533,000
19,181 shares@ $27.79 avg price
FUNCedar Fair L P Depositry
Recent Activity
Exited
0%
$529,000
9,735 shares@ $54.35 avg price
NYCBNew York Cmnty Bancorp
Recent Activity
Exited
0%
$525,000
162,932 shares@ $3.23 avg price
BATRKLiberty Media Corp Del Com Lbty Srm
Recent Activity
Exited
0%
$525,000
23,695 shares@ $22.16 avg price
RSPDInvesco Exchange Traded
Recent Activity
Exited
0%
$515,000
10,720 shares@ $48.05 avg price
ALRMAlarm Com Hldgs
Recent Activity
Exited
0%
$481,000
7,571 shares@ $63.54 avg price
PSCEInvesco Exch Traded
Recent Activity
Exited
0%
$473,000
8,989 shares@ $52.62 avg price
DEHPDimensional
Recent Activity
Exited
0%
$468,000
17,981 shares@ $26.03 avg price
KRBNKraneshares
Recent Activity
Exited
0%
$463,000
14,222 shares@ $32.56 avg price
NWLINational Westn Life Group
Recent Activity
Exited
0%
$457,000
920 shares@ $496.74 avg price