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
751
$812K 0.01%
26,419
752
$811K 0.01%
8,102
+5,287
753
$811K 0.01%
3,498
+1,032
754
$809K 0.01%
34,658
+1,835
755
$808K 0.01%
2,273
+347
756
$808K 0.01%
5,006
+3,768
757
$805K 0.01%
3,356
+1,554
758
$804K 0.01%
19,717
-2,874
759
$804K 0.01%
17,929
-4,559
760
$799K 0.01%
7,080
+3,808
761
$797K 0.01%
6,175
+1,887
762
$795K 0.01%
12,977
+1,202
763
$795K 0.01%
14,328
+479
764
$793K 0.01%
22,250
+230
765
$791K 0.01%
10,277
+703
766
$784K 0.01%
28,039
+4,755
767
$783K 0.01%
9,329
+2,551
768
$782K 0.01%
24,143
+16,705
769
$781K 0.01%
8,092
+209
770
$778K 0.01%
32,853
-2,015
771
$775K 0.01%
2,496
+1,258
772
$773K 0.01%
15,812
+4,459
773
$772K 0.01%
93,713
+11,789
774
$770K 0.01%
9,005
-7,095
775
$764K 0.01%
17,052
+4,736
29 30
31
32 33