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
1101
$388K 0.01%
5,232
+1,379
1102
$388K 0.01%
3,027
+594
1103
$388K 0.01%
+7,528
1104
$387K 0.01%
+2,202
1105
$385K 0.01%
48,655
-5,970
1106
$385K 0.01%
+4,888
1107
$385K 0.01%
3,197
+99
1108
$382K 0.01%
+9,351
1109
$382K 0.01%
+57,050
1110
$382K 0.01%
6,986
+1,252
1111
$382K 0.01%
6,063
+1,918
1112
$382K 0.01%
+7,279
1113
$381K 0.01%
+19,792
1114
$380K 0.01%
11,585
+265
1115
$380K 0.01%
330,649
+3,429
1116
$380K 0.01%
14,119
+1,040
1117
$379K 0.01%
11,329
+429
1118
$377K 0.01%
7,394
-4,574
1119
$376K 0.01%
+47,135
1120
$374K 0.01%
14,672
-1,437
1121
$369K 0.01%
+1,878
1122
$369K 0.01%
+17,564
1123
$368K 0.01%
2,174
+866
1124
$368K 0.01%
9,948
+36
1125
$367K 0.01%
9,274
+1,087
43 44
45
46 47