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
676
$992K 0.02%
4,949
-316
677
$992K 0.02%
5,901
+2,298
678
$990K 0.02%
+14,632
679
$989K 0.02%
5,881
+2,389
680
$984K 0.02%
9,778
+4,399
681
$983K 0.02%
17,806
-12,804
682
$982K 0.02%
25,311
+16,771
683
$981K 0.02%
42,966
-4,770
684
$981K 0.02%
+10,986
685
$978K 0.02%
48,554
-15,254
686
$976K 0.02%
20,683
-5,809
687
$975K 0.02%
+19,859
688
$975K 0.02%
6,696
+2,930
689
$975K 0.02%
9,642
+2,278
690
$969K 0.02%
12,424
-12,320
691
$967K 0.02%
5,843
+3,254
692
$966K 0.02%
105,127
-7,841
693
$965K 0.02%
19,819
-354
694
$963K 0.02%
12,294
-1
695
$961K 0.02%
5,645
+2,959
696
$961K 0.02%
14,654
-884
697
$955K 0.02%
6,806
-1,402
698
$954K 0.02%
39,754
-1,143
699
$952K 0.02%
28,321
-2,632
700
$946K 0.02%
31,785
+20,853
26 27
28
29 30