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) 3,250

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 1.1%
Consumer/Non-Cyclical 3.88%
Energy 4.15%
Financial 64.12%
Healthcare 4.58%
Services 6.85%
Technology 6.36%
Transportation 1.13%
Utilities 2.84%

813 INCREASED 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 105,294 5,815 5.85 508,420
VANGUARD BD INDEX FD INC TOTAL BND MRKT 80,693 39,190 94.43 970,102
VANGUARD INDEX FDS TOTAL STK MKT 78,606 35,075 80.58 735,526
APPLE INC COM 71,939 1,467 2.08 583,681
SPDR S&P 500 ETF TR TR UNIT 61,833 15,088 32.28 300,539
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 55,633 4,785 9.41 1,388,045
EXXON MOBIL CORP COM 49,599 1,586 3.30 593,433
VANGUARD STAR FD VG TL INTL STK F 42,808 4,012 10.34 844,832
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 38,294 6,844 21.76 948,577
POWERSHARES QQQ TRUST UNIT SER 1 38,233 2,562 7.18 362,332
VANGUARD INDEX FDS GROWTH ETF 38,015 3,894 11.41 354,354
VANGUARD BD INDEX FD INC SHORT TRM BOND 37,448 4,209 12.66 465,710
ISHARES TR RUSSELL 2000 ETF 28,726 10,662 59.02 233,355
BERKSHIRE HATHAWAY INC DEL CL B NEW 28,516 5,716 25.07 198,176
FIRST TR LRGE CP CORE ALPHA FD COM SHS 27,940 2,609 10.30 603,189
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 25,526 1,927 8.17 318,047
VANGUARD INDEX FDS REIT ETF 25,483 1,767 7.45 303,871
AT&T INC COM 24,735 2,473 11.11 755,256
ISHARES TR RUS 1000 GRW ETF 24,584 866 3.65 249,124
ISHARES TR S&P 100 ETF 23,511 1,592 7.26 261,234