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 1,556
New Positions 105
Increased Positions 814
Decreased Positions 680
Positions with Activity 1,494
Sold Out Positions 200
Total Mkt Value (in $ millions) 3,310

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

Sector Weighting

Basic Materials 1.06%
Capital Goods 1.71%
Conglomerates 0.03%
Consumer Cyclical 1.09%
Consumer/Non-Cyclical 3.93%
Energy 4.29%
Financial 63.87%
Healthcare 4.49%
Services 6.81%
Technology 6.48%
Transportation 1.14%
Utilities 2.86%

814 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 107,892 5,959 5.85 508,420
VANGUARD BD INDEX FD INC TOTAL BND MRKT 80,596 39,143 94.43 970,102
VANGUARD INDEX FDS TOTAL STK MKT 80,187 35,781 80.58 735,526
APPLE INC COM 74,980 1,529 2.08 583,681
SPDR S&P 500 ETF TR TR UNIT 63,312 15,449 32.28 300,539
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 58,020 4,991 9.41 1,388,045
EXXON MOBIL CORP COM 52,543 1,680 3.30 593,433
VANGUARD STAR FD VG TL INTL STK F 43,315 4,059 10.34 844,832
POWERSHARES QQQ TRUST UNIT SER 1 39,277 2,632 7.18 362,332
VANGUARD INDEX FDS GROWTH ETF 38,703 3,965 11.41 354,354
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 38,417 6,866 21.76 948,577
VANGUARD BD INDEX FD INC SHORT TRM BOND 37,369 4,200 12.66 465,710
BERKSHIRE HATHAWAY INC DEL CL B NEW 29,213 5,856 25.07 198,176
ISHARES TR RUSSELL 2000 ETF 28,605 10,617 59.02 233,355
FIRST TR LRGE CP CORE ALPHA FD COM SHS 28,404 2,653 10.30 603,189
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 26,334 1,988 8.17 318,047
AT&T INC COM 26,102 2,609 11.11 755,256
VANGUARD INDEX FDS REIT ETF 25,334 1,756 7.45 303,871
ISHARES TR RUS 1000 GRW ETF 25,017 881 3.65 249,124
ISHARES TR S&P 100 ETF 24,279 1,644 7.26 261,234