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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Information

1776 PLEASANT PLAIN ROAD, FAIRFIELD, Iowa, 52556, (641) 472-5100

Report Date: 03/31/2019

Position Statistics

Total Positions 2,386
New Positions 259
Increased Positions 1,428
Decreased Positions 903
Positions with Activity 2,331
Sold Out Positions 124
Total Mkt Value (in $ millions) 10,470

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 2.02%
Basic Materials 0.86%
Industrials 3.63%
Consumer Cyclicals 4.48%
Consumer Non-Cyclicals 2.98%
Financials 58.68%
Healthcare 3.97%
Technology 8.83%
Telecommunication Services 1.13%
Utilities 1.3%

2,386 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS S&P 500 ETF SHS 462,659 36,060 8.45 1,761,772
VANGUARD STAR FD VG TL INTL STK F 302,250 28,786 10.53 5,907,928
APPLE INC COM 225,203 4,956 2.25 1,191,552
ISHARES TR CORE S&P500 ETF 190,744 14,661 8.33 662,534
VANGUARD INDEX FDS TOTAL STK MKT 168,004 19,379 13.04 1,148,822
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 148,433 -761 (0.51) 2,648,693
AMAZON COM INC COM 141,237 7,110 5.30 75,568
VANGUARD BD INDEX FD INC TOTAL BND MRKT 138,369 20,742 17.63 1,703,842
VANGUARD BD INDEX FD INC SHORT TRM BOND 127,731 -1,424 (1.1) 1,604,259
SPDR S&P 500 ETF TR TR UNIT 112,564 -606 (0.54) 393,800
INVESCO QQQ TR UNIT SER 1 107,777 1,017 .95 588,817
MICROSOFT CORP COM 92,973 3,482 3.89 725,952
ISHARES TR MIN VOL USA ETF 89,695 19,351 27.51 1,501,678
FIRST TR EXCH TRADED FD III HORIZON DMST ETF 86,932 3,650 4.38 3,393,926
BERKSHIRE HATHAWAY INC DEL CL B NEW 84,853 407 .48 417,439
VANGUARD GROUP DIV APP ETF 82,136 341 .42 737,436
VANGUARD INDEX FDS EXTEND MKT ETF 81,727 -750 (0.91) 705,274
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 78,868 484 .62 1,939,221
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 68,958 4,033 6.21 1,720,942
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 66,642 7,490 12.66 1,275,453