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
1126
$366K 0.01%
4,381
-103
1127
$365K 0.01%
14,540
+1,854
1128
$364K 0.01%
14,863
+411
1129
$364K 0.01%
3,728
+329
1130
$363K 0.01%
7,242
-1,899
1131
$363K 0.01%
+9,058
1132
$362K 0.01%
+2,853
1133
$362K 0.01%
8,896
+4,933
1134
$362K 0.01%
6,874
+728
1135
$361K 0.01%
+7,112
1136
$361K 0.01%
1,350
+32
1137
$361K 0.01%
9,978
+187
1138
$359K 0.01%
+3,946
1139
$358K 0.01%
+699
1140
$358K 0.01%
26,450
1141
$357K 0.01%
+4,371
1142
$356K 0.01%
11,472
+214
1143
$354K 0.01%
+75,263
1144
$354K 0.01%
15,207
-3,795
1145
$353K 0.01%
5,708
-150
1146
$353K 0.01%
21,169
+1,150
1147
$352K 0.01%
18,115
+2,396
1148
$352K 0.01%
+2,240
1149
$351K 0.01%
4,528
+469
1150
$351K 0.01%
+4,569
44 45
46
47 48