CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,404
New Positions 109
Increased Positions 855
Decreased Positions 492
Positions with Activity 1,347
Sold Out Positions 71
Total Mkt Value (in $ millions) 2,872

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

Sector Weighting

Basic Materials 1.21%
Capital Goods 1.91%
Conglomerates 0.07%
Consumer Cyclical 0.96%
Consumer/Non-Cyclical 3.66%
Energy 5.6%
Financial 63.32%
Healthcare 4.1%
Services 6.9%
Technology 6.15%
Transportation 1%
Utilities 3.02%

855 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 93,739 1,934 2.11 462,064
EXXON MOBIL CORP COM 53,150 3,207 6.42 547,261
APPLE INC COM 52,363 691 1.34 518,651
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 52,261 420 .81 1,188,566
VANGUARD INDEX FDS TOTAL STK MKT 42,032 150 .36 404,234
VANGUARD BD INDEX FD INC TOTAL BND MRKT 36,357 2,957 8.85 445,333
VANGUARD STAR FD VG TL INTL STK F 35,537 3,766 11.85 671,652
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 31,564 6,274 24.81 767,971
GENERAL ELECTRIC CO COM 29,775 1,146 4.00 1,132,573
VANGUARD BD INDEX FD INC SHORT TRM BOND 29,746 2,631 9.70 372,017
VANGUARD INDEX FDS GROWTH ETF 28,600 2,333 8.88 281,775
POWERSHARES QQQ TRUST UNIT SER 1 25,926 8,499 48.77 259,312
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 25,739 14,014 119.53 99,758
VANGUARD INDEX FDS EXTEND MKT ETF 23,788 1,910 8.73 275,008
ISHARES TR RUSSELL 3000 ETF 23,747 2,639 12.51 198,205
VANGUARD INDEX FDS VALUE ETF 23,138 2,246 10.75 277,037
AT&T INC COM 22,475 924 4.29 633,627
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,369 522 2.50 271,531
JOHNSON & JOHNSON COM 21,113 1,195 6.00 195,508
BERKSHIRE HATHAWAY INC DEL CL B NEW 20,850 659 3.26 148,334