Cambridge Investment Research Advisors, Inc. — Q3 2013 13F 持股

Name: Cambridge Investment Research Advisors, Inc. — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001419186

申報總市值

US$388.0億

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本季完整持股清單

僅顯示前 200 大持股（共 1195 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	3.19%	+0.22%	+0.80%
2	VOO	Vanguard S&P 500 ETF	ETF-大型股與成長	2.38%	—	+16.33%
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	2.08%	—	+7.40%
4	XOM	Exxon Mobil CORP	股票-能源	1.93%	+0.13%	-2.70%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.65%	—	+6.53%
6	BOND	Pimco Active Bond Exchange-t	ETF-其他	1.47%	—	-3.13%
7	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.37%	+0.07%	+65.89%
8	AAPL	Apple INC	股票-科技	1.32%	-0.27%	+3.07%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.22%	-0.17%	+8.89%
10	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.11%	—	-8.51%
11	JNJ	Johnson & Johnson	股票-醫療保健	1.06%	—	+2.50%
12	PFF	Ishares Preferred & Income S	ETF-其他	1.04%	—	+29.93%
13	GLD	Spdr Gold Shares	ETF-避險與商品	0.97%	—	+5.68%
14	VXUS	Vanguard Total Intl Stock	ETF-其他	0.93%	—	+16.08%
15	AEP	American Electric Power Company, Inc.	股票-公用事業	0.92%	—	+2.35%
16	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.92%	+0.05%	+4.91%
17	DVY	Ishares Select Dividend ETF	ETF-其他	0.84%	—	-5.20%
18	T	At&t INC	股票-通訊服務	0.84%	—	+4.79%
19	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	0.81%	—	+153.01%
20	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.81%	—	-44.42%
21	KYN	Kayne Anderson Energy Infra	股票-其他	0.81%	—	+683.95%
22	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.79%	—	+22.55%
23	VUG	Vanguard Growth ETF	ETF-其他	0.79%	—	+15.29%
24	IWF	Ishares Russell 1000 Growth	ETF-其他	0.78%	—	-1.97%
25	CVX	Chevron CORP	股票-能源	0.74%	+0.08%	-2.65%
26	VV	Vanguard Large-cap ETF	ETF-其他	0.71%	—	+28.21%
27	WTRE	Wisdomtree New Economy Real	ETF-其他	0.71%	—	+680.13%
28	EFA	Ishares Msci Eafe ETF	ETF-其他	0.71%	—	+41.91%
29	OEF	Ishares S&p 100 ETF	ETF-其他	0.71%	-0.09%	+10.34%
30	BND	Vanguard Total Bond Market	ETF-其他	0.69%	—	-11.11%
31	✓	Cole Real Estate Investments	股票-其他	0.66%	—	—
32	XLV	Ss Health Care Select Sector	ETF-其他	0.64%	—	+470.01%
33	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.62%	-0.13%	+12.93%
34	TIP	Ishares Tips Bond ETF	ETF-其他	0.57%	+0.08%	-41.93%
35	VXF	Vanguard Extended Market ETF	ETF-其他	0.57%	—	+7.23%
36	IWV	Ishares Russell 3000 ETF	ETF-其他	0.57%	—	+23.91%
37	VTV	Vanguard Value ETF	ETF-其他	0.56%	+0.04%	+18.76%
38	IWD	Ishares Russell 1000 Value E	ETF-其他	0.53%	—	+6.65%
39	PG	Procter & Gamble Co/the	股票-非循環性消費	0.53%	—	+5.06%
40	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.52%	—	+58.09%
41	VZ	Verizon Communications INC	股票-通訊服務	0.52%	—	-2.11%
42	VB	Vanguard Small-cap ETF	ETF-其他	0.50%	—	+5.90%
43	IBM	Intl Business Machines CORP	股票-科技	0.48%	—	+2.73%
44	PFE	Pfizer INC	股票-醫療保健	0.48%	—	-8.80%
45	VNQ	Vanguard Real Estate ETF	ETF-其他	0.47%	—	-26.82%
46	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.47%	—	-0.46%
47	✓	Powershares Qqq Trust Ser 1	股票-其他	0.46%	—	+41.56%
48	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.45%	—	-17.41%
49	MO	Altria Group INC	股票-非循環性消費	0.45%	—	+2.40%
50	DEM	Wisdomtree Emerging Markets	ETF-新興市場	0.45%	—	+12.85%

1–50 of 200

本季持股變動

Cambridge Investment Research Advisors, Inc. 於截至 Q3 2013 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	KYN	Kayne Anderson Energy Infra	+0.7%	+683.95%	加碼
2	WTRE	Wisdomtree New Economy Real	+0.6%	+680.13%	加碼
3	XLV	Ss Health Care Select Sector	+0.5%	+470.01%	加碼
4	IWM	Ishares Russell 2000 ETF	+0.5%	+65.89%	加碼
5	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	+0.4%	+153.01%	加碼
6	FEX	First Trust Large Cap Core A	+0.3%	+769.80%	加碼
7	EFA	Ishares Msci Eafe ETF	+0.2%	+41.91%	加碼
8	✓	Eg Dj Emrg Mkt Cnsumr Tita	+0.2%	+939.44%	加碼
9	EEM	Ishares Msci Emerging Market	+0.2%	+58.09%	加碼
10	TEI	Templeton Emrg Mkts INC	+0.1%	+641.12%	加碼
11	VOO	Vanguard S&P 500 ETF	+0.1%	+16.33%	加碼
12	✓	Powershares Qqq Trust Ser 1	+0.1%	+41.56%	加碼
13	SDY	Ss Spdr S&p Dividend ETF	+0.1%	+53.25%	加碼
14	VV	Vanguard Large-cap ETF	+0.1%	+28.21%	加碼
15	IJR	Ishares Core S&p Small-cap E	+0.1%	+72.42%	加碼
16	✓	Nuveen Mun Opportunity Fd In	+0.1%	+1009.22%	加碼
17	AAPL	Apple INC	+0.1%	+3.07%	加碼
18	VXUS	Vanguard Total Intl Stock	+0.1%	+16.08%	加碼
19	META	Meta Platforms Inc-class A	+0.1%	+7.65%	加碼
20	IJJ	Ishares S&p Mid-cap 400 Valu	+0.1%	+111.04%	加碼
21	PFF	Ishares Preferred & Income S	+0.1%	+29.93%	加碼
22	VIG	Vanguard Dividend Apprec ETF	+0.1%	+22.55%	加碼
23	✓	Powershares	+0.1%	+42.41%	加碼
24	COP	Conocophillips	+0.1%	+29.25%	加碼
25	VUG	Vanguard Growth ETF	+0.1%	+15.29%	加碼
26	IWV	Ishares Russell 3000 ETF	+0.1%	+23.91%	加碼
27	IJH	Ishares Core S&p Midcap ETF	+0.1%	+26.32%	加碼
28	VTV	Vanguard Value ETF	0%	+18.76%	加碼
29	VEA	Vanguard Ftse Developed ETF	0%	+4.91%	加碼
30	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+8.89%	加碼
31	GLD	Spdr Gold Shares	0%	+5.68%	加碼
32	VTI	Vanguard Total Stock Mkt ETF	0%	+6.53%	加碼
33	VWO	Vanguard Ftse Emerging Marke	-0.1%	+7.40%	加碼
34	BIV	Vanguard Intermediate-term B	-0.2%	-24.54%	減碼
35	AGG	Ishares Core U.s. Aggregate	-0.2%	-22.92%	減碼
36	IVV	Ishares Core S&p 500 ETF	-0.3%	+0.80%	加碼
37	VNQ	Vanguard Real Estate ETF	-0.3%	-26.82%	減碼
38	DOGUSD	Proshares Short Dow30	-0.4%	-96.60%	減碼
39	XOM	Exxon Mobil CORP	-0.5%	-2.70%	減碼
40	TIP	Ishares Tips Bond ETF	-0.6%	-41.93%	減碼
41	VEU	Vanguard Ftse All-world Ex-u	-0.7%	-44.42%	減碼
42	✓	Cole Real Estate Investments	—	NEW	新建倉
43	✓	Spirit Realty Capital Inc	—	NEW	新建倉
44	BNDX	Vanguard Total Intl Bond ETF	—	NEW	新建倉
45	✓	Proshares Tr	—	NEW	新建倉
46	DIS	Walt Disney Co/the	—	EXIT	清倉
47	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清倉
48	GOLD	Gold.com, Inc.	—	NEW	新建倉
49	✓	Chambers Str Pptys	—	NEW	新建倉
50	✓	Proshares	—	EXIT	清倉