Cambridge Investment Research Advisors, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+203,855
(8.3%)
New positions
146
Sold out positions
89
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| VEREIT INC COM | 14,389 | 197.9% |
| VNQ | 9,139 | 90.7% |
| PFF | 8,535 | 98.4% |
| POWERSHARES | 6,171 | 86.0% |
| VXUS | 5,714 | 22.3% |
| BND | 5,418 | 19.5% |
| VXF | 5,056 | 30.8% |
| Marvell Technology Group | 3,621 | NEW |
| XBI | 3,524 | 178.9% |
| BWX | 3,241 | 24.3% |
Top Reduces (Value $000, Stocks/ETFs)
| SPY | -15,275 | -25.0% |
| JNJ | -7,097 | -28.1% |
| VWO | -4,080 | -7.9% |
| IWM | -3,800 | -10.9% |
| XOM | -3,561 | -6.6% |
| VOD | -3,247 | -100.0% |
| VTI | -2,412 | -5.8% |
| SAPIENT CORPORATION | -1,897 | -100.0% |
| MINE SAFETY APPLIANCES CO | -1,679 | -100.0% |
| Medtronic PLC | -1,645 | -34.9% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|