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
1151
$351K 0.01%
+1,623
1152
$351K 0.01%
+2,012
1153
$349K 0.01%
13,520
+2,140
1154
$347K 0.01%
5,622
-74
1155
$347K 0.01%
10,686
-89,538
1156
$347K 0.01%
+1,545
1157
$346K 0.01%
+2,338
1158
$345K 0.01%
+15,339
1159
$345K 0.01%
9,145
+2,501
1160
$344K 0.01%
+9,648
1161
$344K 0.01%
+10,249
1162
$343K 0.01%
+12,688
1163
$343K 0.01%
+5,493
1164
$342K 0.01%
19,708
+181
1165
$342K 0.01%
28,993
-10,874
1166
$342K 0.01%
4,965
-2,748
1167
$341K 0.01%
34,955
+8,867
1168
$340K 0.01%
+8,192
1169
$340K 0.01%
26,017
+134
1170
$338K 0.01%
40,575
+775
1171
$338K 0.01%
4,762
-3,912
1172
$337K 0.01%
13,917
-3,590
1173
$336K 0.01%
7,114
-175
1174
$334K 0.01%
4,366
+1,548
1175
$334K 0.01%
9,433
-138
45 46
47
48 49