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
626
$1.14M 0.02%
101,658
+43,404
627
$1.13M 0.02%
15,234
+6,454
628
$1.13M 0.02%
+17,392
629
$1.12M 0.02%
+25,826
630
$1.12M 0.02%
5,982
-3,296
631
$1.12M 0.02%
20,186
+9,887
632
$1.12M 0.02%
13,891
+4,865
633
$1.12M 0.02%
20,537
634
$1.12M 0.02%
13,400
+7,183
635
$1.12M 0.02%
34,525
+500
636
$1.11M 0.02%
18,918
+1,105
637
$1.11M 0.02%
58,700
+11,264
638
$1.11M 0.02%
13,927
-350
639
$1.11M 0.02%
+18,641
640
$1.11M 0.02%
39,774
-302,063
641
$1.1M 0.02%
36,910
-1,627
642
$1.1M 0.02%
9,540
+1,259
643
$1.1M 0.02%
44,318
+4,667
644
$1.09M 0.02%
89,409
+6,708
645
$1.09M 0.02%
+31,436
646
$1.08M 0.02%
42,051
-10,269
647
$1.08M 0.02%
2,773
+1,084
648
$1.07M 0.02%
45,066
+10,229
649
$1.07M 0.02%
29,153
+1,198
650
$1.07M 0.02%
16,616
+10,660
24 25
26
27 28