CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.52B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,686
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$37.5M
3
+$33.8M
4
BND icon
Vanguard Total Bond Market
BND
+$33.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$24.8M

Top Sells

1
+$147M
2
+$40.7M
3
+$35.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.2M
5
AMZN icon
Amazon
AMZN
+$31.9M

Sector Composition

1 Technology 7.06%
2 Financials 4.09%
3 Consumer Discretionary 3.76%
4 Healthcare 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.13M 0.09%
49,239
+27,346
227
$5.13M 0.09%
80,333
+1,554
228
$5.13M 0.09%
9,317
+2,723
229
$5.08M 0.09%
24,110
+9,540
230
$5.05M 0.09%
63,481
+9,300
231
$5.03M 0.09%
179,251
-1,922
232
$5.01M 0.09%
286,365
-310,799
233
$4.99M 0.09%
31,430
+15,188
234
$4.98M 0.09%
75,887
+16,216
235
$4.96M 0.09%
63,881
+11,894
236
$4.95M 0.09%
149,591
-118,267
237
$4.94M 0.09%
35,595
+4,832
238
$4.93M 0.09%
250,733
+143,848
239
$4.91M 0.09%
+246,388
240
$4.89M 0.09%
51,027
+31,424
241
$4.85M 0.09%
94,845
+3,255
242
$4.85M 0.09%
139,775
+52,020
243
$4.84M 0.09%
+97,134
244
$4.84M 0.09%
+86,471
245
$4.82M 0.09%
21,108
+3,906
246
$4.81M 0.09%
38,479
+4,332
247
$4.81M 0.09%
25,094
+5,108
248
$4.74M 0.09%
136,899
+31,548
249
$4.72M 0.09%
214,644
+119,334
250
$4.71M 0.09%
63,438
+9,170
8 9
10
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