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
826
$684K 0.01%
38,324
+4,363
827
$680K 0.01%
+47,160
828
$675K 0.01%
24,253
+12,239
829
$673K 0.01%
2,403
+213
830
$671K 0.01%
24,829
+6,096
831
$669K 0.01%
56,206
+6,722
832
$667K 0.01%
5,677
+1,644
833
$662K 0.01%
44,319
+5,304
834
$661K 0.01%
8,014
-343
835
$660K 0.01%
28,260
+2,706
836
$660K 0.01%
15,013
+6,710
837
$660K 0.01%
143,089
+4,799
838
$659K 0.01%
+2,197
839
$658K 0.01%
7,399
-8,383
840
$656K 0.01%
+1,002
841
$655K 0.01%
9,343
-13,774
842
$653K 0.01%
+12,671
843
$652K 0.01%
+13,092
844
$651K 0.01%
+21,246
845
$650K 0.01%
3,480
+1,138
846
$650K 0.01%
8,613
-142
847
$648K 0.01%
12,668
-11,418
848
$647K 0.01%
12,092
-14,158
849
$644K 0.01%
15,110
+1,239
850
$644K 0.01%
+3,144
32 33
34
35 36