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
CGGRCapital Group
Recent Activity
Increased 9.46%
0.27%
$79.166M
2.276M shares@ $34.8 avg price
IEFAIshares
Recent Activity
Decreased -4.25%
0.27%
$77.997M
999,318 shares@ $78.06 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
FVDFirst Tr Value Line
Recent Activity
Decreased -12.42%
0.26%
$74.139M
1.63M shares@ $45.5 avg price
CATCaterpillar
Recent Activity
Increased 0.58%
0.26%
$74.087M
189,422 shares@ $391.13 avg price
VOVanguard Index Fds
Recent Activity
Decreased -3.02%
0.26%
$73.928M
280,211 shares@ $263.83 avg price
IUSBIshares
Recent Activity
Increased 15.71%
0.26%
$73.676M
1.564M shares@ $47.13 avg price
IJRIshares
Recent Activity
Decreased -5.88%
0.25%
$73.186M
625,736 shares@ $116.96 avg price