LPL FINANCIAL LLC Information

4707 EXECUTIVE DRIVE, SAN DIEGO, California, 92121, (617) 423-3644

Report Date: 12/31/2014

Position Statistics

Total Positions 2,872
New Positions 207
Increased Positions 1,422
Decreased Positions 1,391
Positions with Activity 2,813
Sold Out Positions 174
Total Mkt Value (in $ millions) 18,518

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

Sector Weighting

Basic Materials 0.78%
Capital Goods 1.14%
Conglomerates 0.07%
Consumer Cyclical 0.87%
Consumer/Non-Cyclical 2.1%
Energy 1.92%
Financial 76.84%
Healthcare 2.6%
Services 4.15%
Technology 3.85%
Transportation 0.68%
Utilities 1.32%

207 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR B CA RT CP ETF New 6,649
ISHARES TR MRNGSTR INC ETF New 212,789
ISHARES TR BAA BA RTD ETF New 25,865
ISHARES TR MSCI INDIA ETF New 7,982
ISHARES U S ETF TR SHT MAT BD ETF New 38,899
PROSHARES TR INVT INT RT HG New 10,748
PROSHARES TR HGH YLD INT RATE New 43,043


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