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Institutional Investment Manager
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. (CIK: 0001419186) incorporated in Iowa, located at 1776 Pleasant Plain Road, Fairfield, IA. Institutional holdings reported to the SEC.
Institutional Holdings (2017Q1)
Original 13F HR (0001419186-17-000007) filed in 2017.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,465,520 317,065 5.42%
2 VANGUARD STAR FDS 4,621,250 229,584 3.92%
3 ISHARES TR 519,318 123,219 2.10%
4 VANGUARD CHARLOTTE FDS 1,991,962 107,825 1.84%
5 VANGUARD BD INDEX FDS 1,166,494 94,579 1.62%
6 VANGUARD BD INDEX FDS 1,180,132 94,080 1.61%
7 VANGUARD INDEX FDS 670,758 81,376 1.39%
8 VANGUARD INTL EQUITY INDEX F 1,779,503 70,682 1.21%
9 SPDR S&P 500 ETF TR 298,511 70,371 1.20%
10 VANGUARD INDEX FDS 658,790 65,806 1.12%
11 VANGUARD TAX-MANAGED FDS 1,470,178 57,778 0.99%
12 EXXON MOBIL CORP 661,081 54,215 0.93%
13 ISHARES TR 381,411 52,436 0.90%
14 VANGUARD BD INDEX FDS 572,494 47,866 0.82%
15 VANGUARD MORTG-BACK SEC ETF 867,168 45,544 0.78%
16 GENERAL ELECTRIC CO 1,483,470 44,207 0.76%
17 FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF 2,067,569 43,708 0.75%
18 AT&T INC 1,030,093 42,800 0.73%
19 VANGUARD SPECIALIZED FUNDS 475,265 42,745 0.73%
20 ISHARES TR 881,428 42,062 0.72%
21 POWERSHARES QQQ TRUST 314,684 41,658 0.71%
22 JOHNSON & JOHNSON 320,220 39,883 0.68%
23 SSGA ACTIVE ETF TR 762,807 37,278 0.64%
24 PROCTER AND GAMBLE CO 407,234 36,590 0.63%
25 FACEBOOK INC 256,353 36,415 0.62%
26 VANGUARD LONG TERM BOND ETF 400,399 36,052 0.62%
27 FIRST TR EXCHANGE TRADED FD 1,493,381 35,901 0.61%
28 ISHARES TR 208,226 35,652 0.61%
29 VANGUARD INDEX FDS 383,276 31,655 0.54%
30 VANGUARD WHITEHALL FDS 388,016 30,129 0.51%
31 MICROSOFT CORP 451,195 29,716 0.51%
32 ISHARES TR 261,666 28,872 0.49%
33 ISHARES TR 462,309 28,797 0.49%
34 RYDEX ETF TRUST 316,299 28,726 0.49%
35 ALTRIA GROUP INC 401,695 28,689 0.49%
36 VANGUARD INDEX FDS 213,920 28,511 0.49%
37 VERIZON COMMUNICATIONS INC 578,045 28,180 0.48%
38 ISHARES TR 396,813 27,444 0.47%
39 PFIZER INC 791,359 27,072 0.46%
40 DISNEY WALT CO 227,494 25,796 0.44%
41 C H ROBINSON WORLDWIDE INC 329,364 25,457 0.43%
42 VANGUARD INDEX FDS 209,139 25,444 0.43%
43 POWERSHARES ETF TR II 574,764 24,985 0.43%
44 SPDR S&P MIDCAP 400 ETF TR 76,584 23,926 0.41%
45 FIRST TR LRG CP VL ALPHADEX 482,129 23,769 0.41%
46 CHEVRON CORP NEW 215,836 23,174 0.40%
47 FS KKR CAPITAL CORP COM 2,238,803 21,940 0.37%
48 ISHARES TR 238,505 21,728 0.37%
49 INTERNATIONAL BUSINESS MACHS 124,715 21,718 0.37%
50 DIPLOMAT PHARMACY INC COM 1,337,070 21,326 0.36%
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