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
851
$644K 0.01%
+3,486
852
$643K 0.01%
27,158
+5,251
853
$642K 0.01%
2,959
+271
854
$641K 0.01%
+2,807
855
$640K 0.01%
48,635
+1,276
856
$639K 0.01%
+4,160
857
$637K 0.01%
10,268
-3,504
858
$637K 0.01%
26,416
+10,600
859
$636K 0.01%
6,714
+3
860
$636K 0.01%
+11,460
861
$635K 0.01%
8,625
+1,129
862
$634K 0.01%
9,524
-578
863
$633K 0.01%
42,805
+8,444
864
$631K 0.01%
4,425
-2,529
865
$630K 0.01%
6,714
+1,448
866
$629K 0.01%
30,636
+12,642
867
$628K 0.01%
30,359
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868
$627K 0.01%
22,305
-1,700
869
$625K 0.01%
+9,768
870
$620K 0.01%
27,760
-267
871
$619K 0.01%
161,569
+8,902
872
$617K 0.01%
26,305
+1,643
873
$617K 0.01%
13,480
+6,634
874
$612K 0.01%
21,662
875
$611K 0.01%
6,270
+665
33 34
35
36 37