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
801
$721K 0.01%
26,845
+1,750
802
$720K 0.01%
10,531
+691
803
$719K 0.01%
7,167
+1,512
804
$718K 0.01%
5,190
-413
805
$715K 0.01%
22,830
+3,136
806
$714K 0.01%
+15,908
807
$714K 0.01%
19,253
+1,260
808
$713K 0.01%
70,494
+13,874
809
$711K 0.01%
16,947
+3,888
810
$710K 0.01%
+42,513
811
$708K 0.01%
5,768
-21
812
$703K 0.01%
+6,209
813
$703K 0.01%
4,559
-4,999
814
$700K 0.01%
10,470
-4,640
815
$700K 0.01%
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816
$699K 0.01%
10,601
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817
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13,567
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818
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2,796
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819
$696K 0.01%
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820
$695K 0.01%
22,483
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821
$695K 0.01%
30,559
+1,600
822
$694K 0.01%
17,575
+1,538
823
$691K 0.01%
10,112
-827
824
$690K 0.01%
45,834
+936
825
$688K 0.01%
9,750
31 32
33
34 35