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
1051
$433K 0.01%
1,688
+574
1052
$432K 0.01%
24,020
-3,046
1053
$428K 0.01%
+10,872
1054
$428K 0.01%
+7,136
1055
$426K 0.01%
+3,673
1056
$426K 0.01%
13,592
-987
1057
$425K 0.01%
16,579
+377
1058
$425K 0.01%
6,388
-135
1059
$422K 0.01%
+12,834
1060
$421K 0.01%
9,594
+2,559
1061
$420K 0.01%
10,743
+629
1062
$418K 0.01%
11,994
+749
1063
$418K 0.01%
2,400
+84
1064
$418K 0.01%
+3,642
1065
$418K 0.01%
2,947
+360
1066
$418K 0.01%
+5,608
1067
$415K 0.01%
+44,178
1068
$414K 0.01%
8,038
+2,892
1069
$414K 0.01%
+3,122
1070
$411K 0.01%
14,455
-1,385
1071
$410K 0.01%
10,016
+3,564
1072
$410K 0.01%
4,988
+2,067
1073
$410K 0.01%
29,081
+11,598
1074
$410K 0.01%
14,510
+6,470
1075
$410K 0.01%
+8,468
41 42
43
44 45