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
351
$2.84M 0.05%
9,206
-6,896
352
$2.83M 0.05%
20,872
+4,993
353
$2.82M 0.05%
55,702
+2,344
354
$2.82M 0.05%
124,374
+25,124
355
$2.81M 0.05%
6
-4
356
$2.81M 0.05%
143,332
-2,117
357
$2.8M 0.05%
106,903
-23,022
358
$2.79M 0.05%
59,808
-2,724
359
$2.77M 0.05%
+51,571
360
$2.77M 0.05%
10,876
-4,306
361
$2.77M 0.05%
39,807
+31,351
362
$2.76M 0.05%
111,997
+39,998
363
$2.76M 0.05%
101,438
+32,310
364
$2.73M 0.05%
73,147
+2,088
365
$2.73M 0.05%
78,042
-56,946
366
$2.71M 0.05%
44,210
+5,374
367
$2.71M 0.05%
66,944
+42,243
368
$2.7M 0.05%
153,225
-24,790
369
$2.7M 0.05%
131,868
-135
370
$2.7M 0.05%
25,945
+6,288
371
$2.7M 0.05%
141,977
-15,275
372
$2.7M 0.05%
86,280
+10,681
373
$2.69M 0.05%
60,242
+20,008
374
$2.68M 0.05%
+19,654
375
$2.68M 0.05%
99,529
+12,328
13 14
15
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