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
726
$875K 0.02%
20,230
-26,494
727
$874K 0.02%
22,456
+71
728
$871K 0.02%
+4,880
729
$871K 0.02%
17,105
+9,805
730
$870K 0.02%
52,716
+3,906
731
$866K 0.02%
26,217
+4,234
732
$865K 0.02%
27,082
+206
733
$863K 0.02%
16,786
-1,609
734
$860K 0.02%
6,527
+744
735
$857K 0.02%
41,683
+307
736
$852K 0.02%
78,570
+1,208
737
$851K 0.02%
15,130
+3,140
738
$848K 0.02%
2,260
+687
739
$846K 0.02%
10,571
-917
740
$846K 0.02%
+105,116
741
$844K 0.02%
419
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742
$840K 0.02%
3,533
+727
743
$832K 0.02%
8,085
+2,280
744
$828K 0.02%
+9,287
745
$822K 0.01%
+17,227
746
$820K 0.01%
12,454
+5,395
747
$820K 0.01%
26,011
+7,561
748
$819K 0.01%
+35,761
749
$818K 0.01%
13,815
+474
750
$815K 0.01%
3,077
+1,866
28 29
30
31 32