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
976
$498K 0.01%
+22,313
977
$495K 0.01%
10,392
+232
978
$495K 0.01%
+1,509
979
$494K 0.01%
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980
$494K 0.01%
38,844
-7,167
981
$492K 0.01%
57,340
-6,017
982
$491K 0.01%
15,773
983
$491K 0.01%
+7,186
984
$488K 0.01%
7,474
-34,078
985
$488K 0.01%
+9,658
986
$486K 0.01%
17,124
-1,387
987
$486K 0.01%
+14,416
988
$486K 0.01%
10,671
-2,261
989
$485K 0.01%
4,782
-14
990
$484K 0.01%
8,027
-3,777
991
$482K 0.01%
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992
$482K 0.01%
11,323
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993
$482K 0.01%
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994
$481K 0.01%
21,173
+1,993
995
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+8,996
996
$480K 0.01%
12,397
-38,796
997
$479K 0.01%
2,799
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998
$479K 0.01%
2,747
+138
999
$478K 0.01%
12,603
+837
1000
$476K 0.01%
7,853
-1,973
38 39
40
41 42