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
951
$526K 0.01%
14,233
+1,786
952
$524K 0.01%
1,389
-81
953
$523K 0.01%
40,535
-1,569
954
$523K 0.01%
7,235
-480
955
$521K 0.01%
16,166
-82,809
956
$520K 0.01%
5,705
-88
957
$517K 0.01%
20,632
-2,781
958
$517K 0.01%
32,080
-17,333
959
$514K 0.01%
70,914
-11,399
960
$513K 0.01%
30,474
-10,780
961
$512K 0.01%
38,721
+860
962
$512K 0.01%
4,068
-106
963
$511K 0.01%
+10,756
964
$510K 0.01%
27,802
+2,896
965
$509K 0.01%
+22,889
966
$509K 0.01%
11,682
-845
967
$509K 0.01%
12,482
+2,624
968
$509K 0.01%
10,992
+1,163
969
$507K 0.01%
29,887
-74,167
970
$505K 0.01%
16,846
+2,036
971
$503K 0.01%
228,763
+2,253
972
$503K 0.01%
+10,567
973
$502K 0.01%
2,867
+154
974
$499K 0.01%
18,290
975
$499K 0.01%
5,834
+131
37 38
39
40 41