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) 3,336

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

Sector Weighting

Basic Materials 1.02%
Capital Goods 1.66%
Conglomerates 0.03%
Consumer Cyclical 1.09%
Consumer/Non-Cyclical 3.84%
Energy 4.29%
Financial 64.04%
Healthcare 4.56%
Services 6.73%
Technology 6.45%
Transportation 1.12%
Utilities 2.88%

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 108,334 5,983 5.85 508,420
VANGUARD BD INDEX FD INC TOTAL BND MRKT 80,907 39,293 94.43 970,102
VANGUARD INDEX FDS TOTAL STK MKT 80,798 36,053 80.58 735,526
APPLE INC COM 76,042 1,550 2.08 583,681
SPDR S&P 500 ETF TR TR UNIT 63,609 15,521 32.28 300,539
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 62,004 5,334 9.41 1,388,045
EXXON MOBIL CORP COM 51,611 1,650 3.30 593,433
VANGUARD STAR FD VG TL INTL STK F 45,097 4,226 10.34 844,832
POWERSHARES QQQ TRUST UNIT SER 1 40,052 2,684 7.18 362,332
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 39,774 7,108 21.76 948,577
VANGUARD INDEX FDS GROWTH ETF 39,053 4,001 11.41 354,354
VANGUARD BD INDEX FD INC SHORT TRM BOND 37,504 4,215 12.66 465,710
ISHARES TR RUSSELL 2000 ETF 29,370 10,901 59.02 233,355
FIRST TR LRGE CP CORE ALPHA FD COM SHS 28,573 2,668 10.30 603,189
BERKSHIRE HATHAWAY INC DEL CL B NEW 28,159 5,645 25.07 198,176
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 25,949 1,959 8.17 318,047
AT&T INC COM 25,686 2,568 11.11 755,256
ISHARES TR RUS 1000 GRW ETF 25,331 892 3.65 249,124
VANGUARD INDEX FDS REIT ETF 25,106 1,741 7.45 303,871
ISHARES TR S&P 100 ETF 24,300 1,646 7.26 261,234