test

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
JPSTJ P Morgan Exchange Traded
Recent Activity
Increased 13.65%
0.3%
$87.91M
1.733M shares@ $50.74 avg price
CALFPacer Fds Tr Pacer
Recent Activity
Increased 1.78%
0.3%
$87.391M
1.879M shares@ $46.53 avg price
SGOVIshares Tr 0-3
Recent Activity
Increased 20.95%
0.3%
$86.33M
857,127 shares@ $100.73 avg price
VGTVanguard
Recent Activity
Increased 12.55%
0.29%
$84.925M
144,796 shares@ $586.52 avg price
MOATVaneck Etf Trust Mrngstr Wde
Recent Activity
Increased 1.81%
0.28%
$81.92M
844,973 shares@ $96.95 avg price
ITOTIshares
Recent Activity
Increased 5.02%
0.28%
$81.403M
648,006 shares@ $125.63 avg price
CGGRCapital Group
Recent Activity
Increased 9.46%
0.27%
$79.166M
2.276M shares@ $34.8 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.98%
0.26%
$75.765M
319,402 shares@ $237.21 avg price
AMDAdvanced Micro Devices
Recent Activity
Increased 6.99%
0.26%
$74.681M
455,152 shares@ $164.08 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.91%
0.26%
$74.633M
460,529 shares@ $162.06 avg price