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
1226
$306K 0.01%
6,730
-6,322
1227
$306K 0.01%
18,131
-395
1228
$306K 0.01%
81
1229
$306K 0.01%
141,516
+2,916
1230
$305K 0.01%
+5,339
1231
$305K 0.01%
+1,437
1232
$305K 0.01%
30,401
1233
$304K 0.01%
40,006
1234
$303K 0.01%
+9,399
1235
$301K 0.01%
+14,337
1236
$301K 0.01%
2,155
-261
1237
$299K 0.01%
4,117
+501
1238
$299K 0.01%
+5,301
1239
$298K 0.01%
+1,689
1240
$298K 0.01%
2,603
-3,247
1241
$297K 0.01%
9,707
+523
1242
$296K 0.01%
10,862
+1,680
1243
$296K 0.01%
11,811
-758
1244
$295K 0.01%
2,998
+104
1245
$294K 0.01%
+8,832
1246
$294K 0.01%
3,469
+424
1247
$294K 0.01%
+11,989
1248
$294K 0.01%
6,355
1249
$293K 0.01%
+2,794
1250
$293K 0.01%
+11,412
48 49
50
51 52