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Danielle N Schaffer

Cambridge Investment Research Advisors, Inc.

Assets Managed
$38.798B
Holdings
3924
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
2.53%(2Q avg: 3.23%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Investment Research Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3924 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 2026 - Q1, they manage 38.798B in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 3.23%. The portfolio is managed by Danielle N Schaffer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.65%
2.99%
$1.156B
1.935M shares@ $597.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.17%
2.87%
$1.113B
4.385M shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.06%
2.56%
$989.711M
5.675M shares@ $174.4 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 20.59%
2.03%
$785.77M
1.203M shares@ $653.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.66%
1.9%
$734.294M
1.272M shares@ $577.18 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.51%
1.77%
$683.922M
2.132M shares@ $320.81 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.83%
1.32%
$509.344M
2.446M shares@ $208.28 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -2.81%
1.23%
$476.58M
6.181M shares@ $77.12 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.88%
1.23%
$474.48M
1.282M shares@ $370.17 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.49%
1.08%
$418.639M
643,723 shares@ $650.35 avg price

1-10 of 3924