CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,554
New Positions 105
Increased Positions 813
Decreased Positions 679
Positions with Activity 1,492
Sold Out Positions 199
Total Mkt Value (in $ millions) 3,259

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

Sector Weighting

Basic Materials 1.01%
Capital Goods 1.71%
Conglomerates 0.03%
Consumer Cyclical 1.11%
Consumer/Non-Cyclical 3.86%
Energy 4.17%
Financial 64.12%
Healthcare 4.55%
Services 6.85%
Technology 6.36%
Transportation 1.12%
Utilities 2.86%

1,554 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 105,665 5,836 5.85 508,420
VANGUARD BD INDEX FD INC TOTAL BND MRKT 80,877 39,279 94.43 970,102
VANGUARD INDEX FDS TOTAL STK MKT 78,885 35,200 80.58 735,526
APPLE INC COM 72,627 1,481 2.08 583,681
SPDR S&P 500 ETF TR TR UNIT 62,040 15,138 32.28 300,539
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 56,729 4,880 9.41 1,388,045
EXXON MOBIL CORP COM 50,442 1,613 3.30 593,433
VANGUARD STAR FD VG TL INTL STK F 42,537 3,986 10.34 844,832
POWERSHARES QQQ TRUST UNIT SER 1 38,262 2,564 7.18 362,332
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 37,782 6,752 21.76 948,577
VANGUARD BD INDEX FD INC SHORT TRM BOND 37,499 4,215 12.66 465,710
VANGUARD INDEX FDS GROWTH ETF 37,069 3,797 11.41 354,354
GENERAL ELECTRIC CO COM 30,266 -59 (0.2) 1,219,930
ISHARES TR RUSSELL 2000 ETF 29,022 10,772 59.02 233,355
RYDEX ETF TRUST GUG S&P500 EQ WT 28,668 -5,518 (16.14) 353,703
BERKSHIRE HATHAWAY INC DEL CL B NEW 28,601 5,733 25.07 198,176
FIRST TR LRGE CP CORE ALPHA FD COM SHS 28,097 2,624 10.30 603,189
VANGUARD INDEX FDS EXTEND MKT ETF 26,962 -1,422 (5.01) 291,580
VANGUARD INDEX FDS REIT ETF 25,619 1,776 7.45 303,871
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 25,593 1,932 8.17 318,047


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