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
551
$1.41M 0.03%
35,881
-999
552
$1.4M 0.03%
49,626
+42,295
553
$1.4M 0.03%
27,983
+4,958
554
$1.4M 0.03%
24,825
-5,250
555
$1.39M 0.03%
19,926
+6,154
556
$1.38M 0.03%
5,980
+1,631
557
$1.37M 0.02%
7,506
+5,244
558
$1.36M 0.02%
27,360
-21,561
559
$1.36M 0.02%
62,813
+676
560
$1.35M 0.02%
40,979
-2,570
561
$1.33M 0.02%
65,039
+14,351
562
$1.33M 0.02%
9,823
-4,121
563
$1.31M 0.02%
33,318
-879
564
$1.31M 0.02%
37,799
+27,090
565
$1.31M 0.02%
17,519
+8,808
566
$1.31M 0.02%
43,424
+17,426
567
$1.3M 0.02%
15,886
+1,510
568
$1.3M 0.02%
10,548
-11,462
569
$1.29M 0.02%
+116,141
570
$1.29M 0.02%
42,687
-2,142
571
$1.29M 0.02%
31,706
+1,327
572
$1.29M 0.02%
33,125
-76,592
573
$1.28M 0.02%
39,648
+5,093
574
$1.28M 0.02%
17,875
+11,065
575
$1.28M 0.02%
5,183
-859
21 22
23
24 25