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
51
$21M 0.38%
442,985
+31,221
52
$20.5M 0.37%
120,813
-4,295
53
$20.5M 0.37%
1,400,970
+55,560
54
$20M 0.36%
46,673
+3,409
55
$19.7M 0.36%
866,091
+473,196
56
$19.4M 0.35%
651,266
+344,081
57
$19.1M 0.35%
411,978
+184,304
58
$19M 0.34%
91,548
+19,584
59
$18.9M 0.34%
76,287
+6,719
60
$18.9M 0.34%
217,466
+2,820
61
$18.7M 0.34%
213,894
+54,852
62
$18.6M 0.34%
606,114
+208,848
63
$18.5M 0.34%
106,310
+1,370
64
$18.3M 0.33%
215,471
+99,986
65
$18.2M 0.33%
384,475
+331,150
66
$18.1M 0.33%
361,390
+228,770
67
$17.8M 0.32%
168,928
+28,851
68
$17.1M 0.31%
32,193
+6,296
69
$16.9M 0.31%
369,342
+262,657
70
$16.9M 0.31%
48,476
+7,965
71
$16.7M 0.3%
103,095
+20,603
72
$16.5M 0.3%
573,025
+56,973
73
$16.1M 0.29%
351,759
+26,957
74
$16M 0.29%
251,319
+29,038
75
$15.8M 0.29%
652,610
+13,958
1 2
3
4 5