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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
SHVIshares
Recent Activity
Increased 3.89%
0.32%
$92.908M
839,806 shares@ $110.64 avg price
HDHome Depot
Recent Activity
Increased 1.67%
0.32%
$92.681M
228,729 shares@ $405.21 avg price
TLTIshares
Recent Activity
Increased 115.44%
0.31%
$90.73M
924,869 shares@ $98.11 avg price
BUFRFirst Tr Exchng Traded Fd Vi Ft Vest
Recent Activity
Increased 9.17%
0.31%
$88.594M
2.964M shares@ $29.89 avg price
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