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
276
$4.07M 0.07%
78,870
+3,405
277
$4.02M 0.07%
16,849
-5,127
278
$4.02M 0.07%
80,642
-13,005
279
$3.97M 0.07%
249,698
-27,164
280
$3.94M 0.07%
11,714
+3,718
281
$3.93M 0.07%
174,794
+157,551
282
$3.91M 0.07%
5,523
+1,800
283
$3.9M 0.07%
52,545
-11,833
284
$3.88M 0.07%
331,882
+28,783
285
$3.87M 0.07%
49,968
+3,420
286
$3.87M 0.07%
115,535
-3,489
287
$3.85M 0.07%
46,733
+8,486
288
$3.84M 0.07%
129,384
+83,683
289
$3.79M 0.07%
81,397
+2,111
290
$3.79M 0.07%
28,642
-2,787
291
$3.75M 0.07%
146,767
+126,705
292
$3.7M 0.07%
23,554
+2,412
293
$3.69M 0.07%
76,814
+1,681
294
$3.67M 0.07%
68,640
+495
295
$3.62M 0.07%
196,419
-49,812
296
$3.62M 0.07%
21,660
-10
297
$3.59M 0.07%
194,495
+23,501
298
$3.59M 0.07%
322,148
+84,100
299
$3.57M 0.06%
91,479
+51,793
300
$3.54M 0.06%
100,794
+18,859
10 11
12
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