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
926
$553K 0.01%
22,633
+6,695
927
$550K 0.01%
+20,053
928
$550K 0.01%
12,163
+4,356
929
$549K 0.01%
380
+185
930
$549K 0.01%
11,790
+1,182
931
$546K 0.01%
6,435
+3,528
932
$546K 0.01%
+4,240
933
$545K 0.01%
15,297
+1
934
$543K 0.01%
+12,796
935
$540K 0.01%
+2,530
936
$540K 0.01%
12,089
+4,207
937
$539K 0.01%
5,718
+980
938
$538K 0.01%
10,114
+579
939
$535K 0.01%
16,119
-1,267
940
$535K 0.01%
16,317
-1,619
941
$535K 0.01%
10,741
+477
942
$535K 0.01%
6,203
-376
943
$535K 0.01%
+8,374
944
$533K 0.01%
2,560
+1,584
945
$531K 0.01%
33,054
+3,810
946
$530K 0.01%
3,282
-3,344
947
$528K 0.01%
+4,629
948
$528K 0.01%
16,396
+8,628
949
$527K 0.01%
63,190
-42,112
950
$526K 0.01%
+6,807
36 37
38
39 40