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
526
$1.53M 0.03%
18,401
+4,010
527
$1.51M 0.03%
30,016
+6,214
528
$1.51M 0.03%
49,818
-2,364
529
$1.49M 0.03%
+32,594
530
$1.47M 0.03%
49,562
+22,501
531
$1.47M 0.03%
45,616
+38,244
532
$1.47M 0.03%
40,589
-805
533
$1.46M 0.03%
31,016
+1,544
534
$1.46M 0.03%
40,954
-175
535
$1.45M 0.03%
253,699
-4,664
536
$1.45M 0.03%
63,672
+551
537
$1.44M 0.03%
36,504
-6,722
538
$1.44M 0.03%
18,286
+8,491
539
$1.44M 0.03%
+22,745
540
$1.44M 0.03%
57,426
+36,155
541
$1.43M 0.03%
28,551
+17,393
542
$1.43M 0.03%
83,270
-70,402
543
$1.43M 0.03%
45,814
-75,405
544
$1.42M 0.03%
34,460
+14,658
545
$1.42M 0.03%
20,244
+2,042
546
$1.42M 0.03%
33,770
+3,900
547
$1.42M 0.03%
42,531
+27,824
548
$1.42M 0.03%
43,890
-4,582
549
$1.42M 0.03%
13,456
+2,386
550
$1.41M 0.03%
9,714
+6,036
20 21
22
23 24