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
1001
$476K 0.01%
5,358
+479
1002
$475K 0.01%
6,065
+359
1003
$474K 0.01%
13,797
-2,399
1004
$474K 0.01%
9,675
-10,201
1005
$473K 0.01%
12,009
+2,391
1006
$472K 0.01%
+2,432
1007
$471K 0.01%
4,674
+315
1008
$470K 0.01%
12,998
+5,428
1009
$470K 0.01%
9,756
-571
1010
$469K 0.01%
+18,970
1011
$469K 0.01%
7,843
+883
1012
$468K 0.01%
2,827
-1,151
1013
$466K 0.01%
32,920
+111
1014
$465K 0.01%
53,155
-2,183
1015
$463K 0.01%
8,335
1016
$462K 0.01%
21,441
+1,478
1017
$462K 0.01%
23,636
+1,656
1018
$461K 0.01%
29,448
1019
$461K 0.01%
18,087
+118
1020
$460K 0.01%
+2,442
1021
$460K 0.01%
20,053
+10,524
1022
$460K 0.01%
21,696
+1,734
1023
$459K 0.01%
+2,903
1024
$458K 0.01%
2,928
+1,190
1025
$458K 0.01%
9,645
+3,405
39 40
41
42 43