CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,479
New Positions 125
Increased Positions 883
Decreased Positions 543
Positions with Activity 1,426
Sold Out Positions 75
Total Mkt Value (in $ millions) 3,587

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

Sector Weighting

Basic Materials 1.05%
Capital Goods 1.69%
Conglomerates 0.03%
Consumer Cyclical 1.17%
Consumer/Non-Cyclical 3.64%
Energy 4.1%
Financial 64.73%
Healthcare 4.11%
Services 6.71%
Technology 6.36%
Transportation 0.99%
Utilities 2.61%

883 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 120,398 11,363 10.42 561,403
VANGUARD BD INDEX FD INC TOTAL BND MRKT 87,013 7,407 9.30 1,060,363
APPLE INC COM 85,204 7,843 10.14 642,857
SPDR S&P 500 ETF TR TR UNIT 74,004 9,992 15.61 347,452
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 62,853 1,835 3.01 1,429,781
VANGUARD STAR FD VG TL INTL STK F 56,495 11,237 24.83 1,054,596
EXXON MOBIL CORP COM 51,833 489 .95 599,090
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 48,449 8,419 21.03 1,148,082
VANGUARD BD INDEX FD INC SHORT TRM BOND 44,336 6,953 18.60 552,333
GENERAL ELECTRIC CO COM 36,182 2,414 7.15 1,307,152
RYDEX ETF TRUST GUG S&P500 EQ WT 33,523 4,205 14.34 404,428
ISHARES TR RUSSELL 2000 ETF 33,168 4,132 14.23 266,559
BERKSHIRE HATHAWAY INC DEL CL B NEW 32,000 3,343 11.67 221,297
VANGUARD INDEX FDS EXTEND MKT ETF 31,007 3,805 13.99 332,370
ISHARES TR S&P 100 ETF 27,701 3,194 13.03 295,284
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 27,365 1,307 5.02 334,001
AT&T INC COM 27,047 832 3.17 779,226
VANGUARD INDEX FDS REIT ETF 25,405 1,080 4.44 317,365
ISHARES U.S. PFD STK ETF 23,787 2,201 10.20 596,753
ISHARES TR RUS 1000 VAL ETF 22,866 3,792 19.88 215,673