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
576
$1.28M 0.02%
+50,601
577
$1.27M 0.02%
+29,994
578
$1.26M 0.02%
58,974
+8,813
579
$1.26M 0.02%
51,967
-6,044
580
$1.26M 0.02%
4,877
-95
581
$1.25M 0.02%
10,056
+3,464
582
$1.25M 0.02%
16,160
+3,198
583
$1.25M 0.02%
50,946
-88,586
584
$1.24M 0.02%
66,091
+21,495
585
$1.24M 0.02%
61,292
+12,524
586
$1.24M 0.02%
51,030
-830
587
$1.23M 0.02%
131,168
+12,056
588
$1.23M 0.02%
65,825
-20,628
589
$1.22M 0.02%
26,835
+14,376
590
$1.22M 0.02%
12,274
+719
591
$1.22M 0.02%
+35,375
592
$1.22M 0.02%
39,141
+1,692
593
$1.21M 0.02%
16,227
-4,571
594
$1.2M 0.02%
24,347
-396
595
$1.2M 0.02%
48,445
+25,118
596
$1.2M 0.02%
10,619
+6,469
597
$1.2M 0.02%
19,041
+626
598
$1.19M 0.02%
29,795
-58,228
599
$1.19M 0.02%
25,531
-14,719
600
$1.18M 0.02%
43,422
+41
22 23
24
25 26