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
426
$2.13M 0.04%
8,954
+2,254
427
$2.12M 0.04%
44,965
+7,984
428
$2.09M 0.04%
26,574
+4,396
429
$2.09M 0.04%
+65,729
430
$2.09M 0.04%
19,369
-274
431
$2.09M 0.04%
13,949
+1,118
432
$2.09M 0.04%
12,716
-3,652
433
$2.06M 0.04%
+71,212
434
$2.05M 0.04%
6,135
+3,511
435
$2.05M 0.04%
14,205
+10
436
$2.05M 0.04%
46,928
+9,886
437
$2.03M 0.04%
20,617
+14,677
438
$2.02M 0.04%
8,356
+1,233
439
$2.01M 0.04%
12,678
+3,389
440
$2M 0.04%
27,652
+22,946
441
$2M 0.04%
70,404
+1,831
442
$1.99M 0.04%
52,362
+37,023
443
$1.99M 0.04%
119,486
-22,142
444
$1.99M 0.04%
24,891
+8,207
445
$1.98M 0.04%
37,736
-105
446
$1.98M 0.04%
30,536
+7,713
447
$1.98M 0.04%
21,677
-14,466
448
$1.98M 0.04%
29,677
+10,463
449
$1.98M 0.04%
24,513
+3,571
450
$1.97M 0.04%
23,457
-5,909
16 17
18
19 20