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
876
$610K 0.01%
50,201
-184,071
877
$609K 0.01%
+6,546
878
$607K 0.01%
20,308
+11,903
879
$607K 0.01%
10,960
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880
$607K 0.01%
43,043
+12,261
881
$607K 0.01%
17,447
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882
$605K 0.01%
10,499
+1,925
883
$604K 0.01%
+11,571
884
$602K 0.01%
37,729
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885
$602K 0.01%
5,190
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886
$602K 0.01%
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887
$600K 0.01%
73,592
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888
$600K 0.01%
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889
$599K 0.01%
6,122
+3,436
890
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891
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2,382
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894
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6,680
895
$590K 0.01%
47,018
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896
$587K 0.01%
8,932
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897
$586K 0.01%
17,010
+8,224
898
$585K 0.01%
1,248
+296
899
$585K 0.01%
+20,093
900
$585K 0.01%
3,835
-319
34 35
36
37 38