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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
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.88%
0.36%
$103.514M
1.315M shares@ $78.7 avg price
VXFVanguard Index Fds Extend
Recent Activity
Increased 0.63%
0.36%
$103.272M
567,458 shares@ $182.0 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.45%
0.36%
$103.094M
804,162 shares@ $128.21 avg price
VVisa
Recent Activity
Decreased -1.23%
0.36%
$102.955M
374,450 shares@ $274.95 avg price
MINTPimco
Recent Activity
Decreased -11.06%
0.35%
$101.208M
1.005M shares@ $100.69 avg price
IWYIshares Tr Rus Tp200
Recent Activity
Increased 5.39%
0.35%
$100.419M
456,345 shares@ $220.06 avg price
ABBVAbbvie
Recent Activity
Increased 3.74%
0.34%
$97.767M
495,071 shares@ $197.49 avg price
IVWIshares
Recent Activity
Increased 3.22%
0.33%
$95.333M
995,646 shares@ $95.75 avg price
FTCSFirst Tr Exchange-traded
Recent Activity
Decreased -3.05%
0.33%
$95.304M
1.05M shares@ $90.81 avg price
WMTWalmart
Recent Activity
Increased 3.87%
0.33%
$95.168M
1.179M shares@ $80.75 avg price