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
601
$1.18M 0.02%
+4,247
602
$1.18M 0.02%
20,129
+272
603
$1.18M 0.02%
55,435
+11,302
604
$1.18M 0.02%
14,198
+2,378
605
$1.17M 0.02%
11,435
+4,087
606
$1.16M 0.02%
16,356
+2,430
607
$1.16M 0.02%
+22,402
608
$1.16M 0.02%
3,640
+901
609
$1.16M 0.02%
11,016
-1,583
610
$1.16M 0.02%
38,533
+10,204
611
$1.16M 0.02%
46,153
+33,465
612
$1.15M 0.02%
67,538
+12,749
613
$1.15M 0.02%
3,704
+1,202
614
$1.15M 0.02%
16,804
+912
615
$1.15M 0.02%
4,340
+1,959
616
$1.15M 0.02%
13,725
+5,704
617
$1.15M 0.02%
33,725
+190
618
$1.15M 0.02%
6,398
-2,727
619
$1.15M 0.02%
17,730
+1,035
620
$1.15M 0.02%
42,988
+3,755
621
$1.15M 0.02%
13,937
+799
622
$1.15M 0.02%
22,697
+16,635
623
$1.15M 0.02%
30,176
+2,612
624
$1.14M 0.02%
8,904
+1,873
625
$1.14M 0.02%
7,644
+271
23 24
25
26 27