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 1,555
New Positions 105
Increased Positions 813
Decreased Positions 679
Positions with Activity 1,492
Sold Out Positions 199
Total Mkt Value (in $ millions) 3,291

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 1.68%
Conglomerates 0.03%
Consumer Cyclical 1.09%
Consumer/Non-Cyclical 3.89%
Energy 4.33%
Financial 64.15%
Healthcare 4.55%
Services 6.68%
Technology 6.33%
Transportation 1.1%
Utilities 2.86%

1,555 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 106,443 5,879 5.85 508,420
VANGUARD BD INDEX FD INC TOTAL BND MRKT 81,110 39,392 94.43 970,102
VANGUARD INDEX FDS TOTAL STK MKT 79,496 35,472 80.58 735,526
APPLE INC COM 72,814 1,485 2.08 583,681
SPDR S&P 500 ETF TR TR UNIT 62,497 15,250 32.28 300,539
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 60,408 5,196 9.41 1,388,045
EXXON MOBIL CORP COM 51,587 1,649 3.30 593,433
VANGUARD STAR FD VG TL INTL STK F 44,193 4,141 10.34 844,832
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 38,901 6,953 21.76 948,577
POWERSHARES QQQ TRUST UNIT SER 1 38,411 2,574 7.18 362,332
VANGUARD INDEX FDS GROWTH ETF 38,242 3,917 11.41 354,354
VANGUARD BD INDEX FD INC SHORT TRM BOND 37,518 4,217 12.66 465,710
GENERAL ELECTRIC CO COM 33,243 -65 (0.2) 1,219,930
ISHARES TR RUSSELL 2000 ETF 29,036 10,777 59.02 233,355
RYDEX ETF TRUST GUG S&P500 EQ WT 28,852 -5,553 (16.14) 353,703
FIRST TR LRGE CP CORE ALPHA FD COM SHS 28,253 2,638 10.30 603,189
BERKSHIRE HATHAWAY INC DEL CL B NEW 27,883 5,590 25.07 198,176
VANGUARD INDEX FDS EXTEND MKT ETF 26,992 -1,423 (5.01) 291,580
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 25,504 1,925 8.17 318,047
VANGUARD INDEX FDS REIT ETF 24,857 1,723 7.45 303,871


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