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
376
$2.67M 0.05%
91,190
+5,570
377
$2.66M 0.05%
74,764
-15,157
378
$2.64M 0.05%
28,783
+1,888
379
$2.61M 0.05%
190,645
+10,407
380
$2.6M 0.05%
9,019
+1,010
381
$2.6M 0.05%
92,280
+56,206
382
$2.59M 0.05%
17,540
-9,444
383
$2.55M 0.05%
7,437
+1,283
384
$2.53M 0.05%
51,193
+22,631
385
$2.52M 0.05%
6,491
+2,604
386
$2.51M 0.05%
195,765
+30,829
387
$2.5M 0.05%
29,589
+26,247
388
$2.5M 0.05%
17,870
-2,114
389
$2.49M 0.05%
10,177
+1,454
390
$2.48M 0.05%
30,219
+1,046
391
$2.48M 0.04%
51,877
+6,838
392
$2.47M 0.04%
54,683
+19,259
393
$2.47M 0.04%
82,530
-4,611
394
$2.45M 0.04%
14,237
+4,411
395
$2.45M 0.04%
18,408
+4,343
396
$2.41M 0.04%
56,073
+9,182
397
$2.38M 0.04%
24,456
-18,348
398
$2.35M 0.04%
28,730
-138
399
$2.35M 0.04%
14,855
+3,120
400
$2.34M 0.04%
947
-651
14 15
16
17 18