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
476
$1.78M 0.03%
+55,920
477
$1.78M 0.03%
13,089
+2,107
478
$1.77M 0.03%
12,669
+10,076
479
$1.77M 0.03%
16,370
+647
480
$1.76M 0.03%
87,764
+37,164
481
$1.76M 0.03%
51,560
+23,293
482
$1.75M 0.03%
29,695
+858
483
$1.75M 0.03%
12,185
+2,759
484
$1.75M 0.03%
61,625
-2,339
485
$1.75M 0.03%
13,474
+6,597
486
$1.74M 0.03%
11,378
+2,948
487
$1.73M 0.03%
7,842
-60
488
$1.73M 0.03%
22,631
+1,678
489
$1.73M 0.03%
25,038
-8,982
490
$1.73M 0.03%
41,898
+9,154
491
$1.73M 0.03%
61,510
-7,478
492
$1.72M 0.03%
25,552
-18,655
493
$1.71M 0.03%
66,907
-12,325
494
$1.71M 0.03%
26,440
-50,820
495
$1.71M 0.03%
49,858
-7,108
496
$1.7M 0.03%
25,101
-4,943
497
$1.7M 0.03%
15,634
+3,406
498
$1.68M 0.03%
59,689
-2,845
499
$1.67M 0.03%
63,987
-43,561
500
$1.66M 0.03%
5,173
+1,573
18 19
20
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