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
401
$2.31M 0.04%
+20,519
402
$2.31M 0.04%
37,524
+8,071
403
$2.3M 0.04%
89,004
+39,750
404
$2.28M 0.04%
26,610
+9,161
405
$2.27M 0.04%
134,717
+1,690
406
$2.27M 0.04%
25,831
+5,004
407
$2.26M 0.04%
107,538
+47,391
408
$2.26M 0.04%
24,746
-2,536
409
$2.24M 0.04%
4,367
-1,737
410
$2.23M 0.04%
57,153
-1,812
411
$2.22M 0.04%
32,345
-27,161
412
$2.22M 0.04%
88,322
+30,182
413
$2.22M 0.04%
6,796
+3,627
414
$2.21M 0.04%
131,726
-189,148
415
$2.21M 0.04%
+88,604
416
$2.21M 0.04%
40,296
-16,720
417
$2.21M 0.04%
+69,425
418
$2.19M 0.04%
192,384
+644
419
$2.18M 0.04%
152,750
+23,766
420
$2.18M 0.04%
58,951
-8,331
421
$2.18M 0.04%
62,817
+29,265
422
$2.15M 0.04%
65,661
-26,926
423
$2.14M 0.04%
31,080
-340
424
$2.14M 0.04%
65,486
-140,831
425
$2.14M 0.04%
45,883
+10,175
15 16
17
18 19