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
1026
$458K 0.01%
1,984
+74
1027
$457K 0.01%
17,066
+368
1028
$456K 0.01%
+19,121
1029
$456K 0.01%
13,609
1030
$454K 0.01%
+816
1031
$453K 0.01%
+9,362
1032
$453K 0.01%
7,578
+23
1033
$453K 0.01%
37,465
+13,087
1034
$452K 0.01%
+6,668
1035
$451K 0.01%
42,920
-6,557
1036
$450K 0.01%
12,441
-1,440
1037
$449K 0.01%
+6,978
1038
$448K 0.01%
+18,502
1039
$448K 0.01%
19,177
+2
1040
$447K 0.01%
16,288
-1,084
1041
$446K 0.01%
+14,937
1042
$445K 0.01%
15,092
-171,554
1043
$444K 0.01%
+21,809
1044
$444K 0.01%
+20,839
1045
$443K 0.01%
5,995
+1,533
1046
$443K 0.01%
+4,430
1047
$438K 0.01%
23,694
1048
$435K 0.01%
4,252
+1,926
1049
$435K 0.01%
70,349
+2,417
1050
$434K 0.01%
9,073
-338
40 41
42
43 44