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
451
$1.97M 0.04%
62,123
+5,899
452
$1.96M 0.04%
16,957
+4,076
453
$1.95M 0.04%
67,174
+46,770
454
$1.94M 0.04%
41,784
+9,429
455
$1.92M 0.03%
53,000
+30,852
456
$1.92M 0.03%
47,067
+1,490
457
$1.92M 0.03%
20,989
+4,760
458
$1.92M 0.03%
38,358
-3,612
459
$1.9M 0.03%
67,457
-2,015
460
$1.9M 0.03%
46,130
-149
461
$1.89M 0.03%
20,929
-7,395
462
$1.89M 0.03%
57,400
+12,676
463
$1.88M 0.03%
8,544
+2,934
464
$1.88M 0.03%
21,992
+1,567
465
$1.87M 0.03%
18,816
-359
466
$1.83M 0.03%
105,310
+64,078
467
$1.82M 0.03%
73,666
-1,720
468
$1.82M 0.03%
5,498
+2,877
469
$1.82M 0.03%
1,578,646
+40,702
470
$1.81M 0.03%
+68,590
471
$1.81M 0.03%
62,850
-1,430
472
$1.8M 0.03%
10,367
+2,372
473
$1.79M 0.03%
+37,777
474
$1.79M 0.03%
8,129
+2,240
475
$1.79M 0.03%
12,213
+5,880
17 18
19
20 21