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
901
$582K 0.01%
15,724
+2,249
902
$578K 0.01%
+17,750
903
$576K 0.01%
32,567
+22
904
$575K 0.01%
10,776
-176
905
$575K 0.01%
11,042
-75
906
$573K 0.01%
15,546
-18,138
907
$572K 0.01%
+11,910
908
$571K 0.01%
27,844
909
$569K 0.01%
11,541
-308
910
$567K 0.01%
+18,560
911
$566K 0.01%
2,669
-301
912
$565K 0.01%
12,099
-4,864
913
$564K 0.01%
+49,286
914
$564K 0.01%
11,120
-2,393
915
$563K 0.01%
+20,827
916
$562K 0.01%
11,200
+1,553
917
$562K 0.01%
+9,358
918
$561K 0.01%
3,383
+108
919
$561K 0.01%
+17,623
920
$559K 0.01%
+20,600
921
$557K 0.01%
+11,855
922
$557K 0.01%
26,256
+2,222
923
$557K 0.01%
59,282
+5,000
924
$556K 0.01%
+17,924
925
$554K 0.01%
+13,220
35 36
37
38 39