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
1176
$334K 0.01%
2,227
+613
1177
$333K 0.01%
10,863
+888
1178
$333K 0.01%
+5,925
1179
$332K 0.01%
+2,971
1180
$332K 0.01%
10,702
+504
1181
$332K 0.01%
2,472
+635
1182
$330K 0.01%
+18,513
1183
$328K 0.01%
2,402
+447
1184
$328K 0.01%
4,870
+120
1185
$327K 0.01%
20,384
-17,890
1186
$327K 0.01%
21,601
-46,399
1187
$326K 0.01%
31,515
+16,175
1188
$326K 0.01%
3,933
+1,076
1189
$325K 0.01%
+8,533
1190
$324K 0.01%
16,321
+3,543
1191
$323K 0.01%
+10,632
1192
$322K 0.01%
+7,799
1193
$322K 0.01%
4,014
-1,218
1194
$322K 0.01%
3,239
+248
1195
$321K 0.01%
+6,491
1196
$320K 0.01%
4,692
+150
1197
$319K 0.01%
13,425
+62
1198
$319K 0.01%
+9,740
1199
$319K 0.01%
+2,246
1200
$318K 0.01%
+7,164
46 47
48
49 50