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
776
$762K 0.01%
80,345
-22,873
777
$761K 0.01%
36,811
+1,134
778
$758K 0.01%
14,957
+1,777
779
$758K 0.01%
31,701
+3,072
780
$756K 0.01%
9,968
+3,444
781
$756K 0.01%
10,356
+56
782
$753K 0.01%
15,234
-1,571
783
$753K 0.01%
98,342
-40,063
784
$748K 0.01%
3,926
+678
785
$748K 0.01%
24,110
-4,545
786
$748K 0.01%
+12,538
787
$747K 0.01%
42,295
-65,229
788
$746K 0.01%
24,121
-5,929
789
$745K 0.01%
4,179
+232
790
$744K 0.01%
13,505
+4,055
791
$742K 0.01%
25,377
-4,902
792
$740K 0.01%
10,412
+205
793
$740K 0.01%
15,967
+2,049
794
$739K 0.01%
41,189
+3,086
795
$733K 0.01%
28,310
+2,339
796
$732K 0.01%
5,861
+1,754
797
$728K 0.01%
8,475
+216
798
$723K 0.01%
60,894
+1,407
799
$722K 0.01%
2,802
+1,135
800
$722K 0.01%
6,438
-1,656
30 31
32
33 34