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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
AAPLApple
Recent Activity
Increased 1.4%
3.58%
$1.052B
4.515M shares@ $233.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.02%
3.32%
$974.998M
1.848M shares@ $527.67 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.25%
2.34%
$685.112M
5.642M shares@ $121.45 avg price
QQQInvesco Qqq Tr Unit Ser
Recent Activity
Increased 0.2%
2.13%
$623.79M
1.278M shares@ $488.07 avg price
IVVIshares
Recent Activity
Increased 2.55%
2.06%
$602.937M
1.045M shares@ $576.82 avg price
VTIVanguard Index Fds
Recent Activity
Increased 15.44%
1.83%
$535.696M
1.892M shares@ $283.16 avg price
MSFTMicrosoft
Recent Activity
Increased 0.82%
1.77%
$517.708M
1.203M shares@ $430.3 avg price
AMZNAmazon
Recent Activity
Increased 1.34%
1.5%
$438.76M
2.355M shares@ $186.34 avg price
VXUSVanguard Star Fds Vg Tl
Recent Activity
Decreased -3.47%
1.39%
$406.716M
6.282M shares@ $64.74 avg price
SPYSpdr
Recent Activity
Increased 0.08%
1.14%
$334.13M
582,352 shares@ $573.76 avg price