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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
CATCaterpillar
Recent Activity
Increased 0.58%
0.26%
$74.087M
189,422 shares@ $391.13 avg price
IUSBIshares
Recent Activity
Increased 15.71%
0.26%
$73.676M
1.564M shares@ $47.13 avg price
GSYInvesco Actively
Recent Activity
Increased 3.59%
0.25%
$71.295M
1.421M shares@ $50.18 avg price
UNHUnitedhealth Group
Recent Activity
Increased 3.93%
0.25%
$71.048M
121,516 shares@ $584.69 avg price
SCHXSchwab Strategic
Recent Activity
Increased 4.38%
0.24%
$70.557M
1.04M shares@ $67.85 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 5.66%
0.23%
$66.218M
1.931M shares@ $34.29 avg price
SDVYFirst Tr Exchange-traded Fd Smid Risng
Recent Activity
Increased 12.6%
0.23%
$65.875M
1.811M shares@ $36.39 avg price
SCHGSchwab Strategic Tr Us Lcap
Recent Activity
Increased 8.28%
0.23%
$65.623M
629,903 shares@ $104.18 avg price
CGUSCapital Group
Recent Activity
Increased 14.03%
0.22%
$61.771M
1.802M shares@ $34.28 avg price
CGGOCapital Group
Recent Activity
Increased 24.65%
0.21%
$60.883M
2.019M shares@ $30.16 avg price