CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 1,386
New Positions 148
Increased Positions 868
Decreased Positions 481
Positions with Activity 1,349
Sold Out Positions 92
Total Mkt Value (in $ millions) 2,758

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

Sector Weighting

Basic Materials 1.33%
Capital Goods 2.02%
Conglomerates 0.07%
Consumer Cyclical 0.99%
Consumer/Non-Cyclical 3.6%
Energy 5.91%
Financial 63.19%
Healthcare 3.98%
Services 6.83%
Technology 6.21%
Transportation 0.88%
Utilities 3%

868 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES CORE S&P500 ETF 90,027 1,121 1.26 452,532
APPLE INC COM 48,330 3,980 8.97 511,805
VANGUARD BD INDEX FD INC TOTAL BND MRKT 33,593 5,079 17.81 409,116
VANGUARD STAR FD VG TL INTL STK F 32,576 6,030 22.72 600,483
ISHARES MSCI EAFE ETF 32,544 3,005 10.17 479,433
GENERAL ELECTRIC CO COM 28,815 4,442 18.22 1,089,001
VANGUARD BD INDEX FD INC SHORT TRM BOND 27,197 367 1.37 339,112
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 26,034 692 2.73 615,321
VANGUARD INDEX FDS GROWTH ETF 25,680 2,635 11.43 258,790
ISHARES RUS 1000 GRW ETF 22,268 1,245 5.92 244,467
AT&T INC COM 21,976 452 2.10 607,578
VANGUARD INDEX FDS EXTEND MKT ETF 21,762 4,660 27.25 252,932
VANGUARD INDEX FDS REIT ETF 20,837 8,882 74.29 272,162
ISHARES RUSSELL 3000 ETF 20,734 2,939 16.52 176,175
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,675 967 4.91 264,898
VANGUARD INDEX FDS VALUE ETF 20,525 2,897 16.44 250,151
ISHARES S&P 100 ETF 20,190 282 1.42 229,175
AMERICAN RLTY CAP PPTYS INC COM 20,131 12,758 173.02 1,545,010
SPDR SERIES TRUST BRC HGH YLD BD 19,732 489 2.54 479,639
SELECT SECTOR SPDR TR SBI HEALTHCARE 19,310 1,918 11.03 314,443