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
701
$940K 0.02%
32,170
+3,934
702
$940K 0.02%
11,844
+158
703
$938K 0.02%
6,904
-21
704
$937K 0.02%
29,954
-147,960
705
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2,166
-7
706
$927K 0.02%
13,226
-180
707
$920K 0.02%
37,848
-2,525
708
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25,434
+2,328
709
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33,696
+7,393
710
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267,611
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711
$906K 0.02%
16,651
+3,372
712
$905K 0.02%
47,813
-10,569
713
$902K 0.02%
6,957
+2,257
714
$897K 0.02%
58,909
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715
$896K 0.02%
12,279
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716
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7,473
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717
$892K 0.02%
19,579
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718
$892K 0.02%
20,246
-2,117
719
$887K 0.02%
15,395
-2,546
720
$885K 0.02%
12,716
+3,510
721
$884K 0.02%
22,851
+6,787
722
$884K 0.02%
19,832
+3,685
723
$881K 0.02%
49,455
-2,377
724
$881K 0.02%
2,620
+1,383
725
$876K 0.02%
29,031
27 28
29
30 31