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
1251
$293K 0.01%
24,878
-399
1252
$292K 0.01%
26,202
+1,559
1253
$291K 0.01%
+1,869
1254
$290K 0.01%
+22,884
1255
$290K 0.01%
1,325
-358
1256
$290K 0.01%
9,051
-2,622
1257
$290K 0.01%
701,143
+47,277
1258
$288K 0.01%
+4,115
1259
$288K 0.01%
17,065
+3,563
1260
$288K 0.01%
+13,014
1261
$287K 0.01%
44,679
-34,561
1262
$286K 0.01%
+3,082
1263
$284K 0.01%
6,093
+8
1264
$283K 0.01%
9,620
1265
$282K 0.01%
+61,300
1266
$282K 0.01%
23,262
-24,262
1267
$282K 0.01%
+10,580
1268
$281K 0.01%
+8,569
1269
$281K 0.01%
32,681
+1,926
1270
$280K 0.01%
+5,500
1271
$280K 0.01%
9,166
1272
$280K 0.01%
5,937
-492
1273
$280K 0.01%
44,892
+2,771
1274
$279K 0.01%
+6,076
1275
$279K 0.01%
14,669
+1,733
49 50
51
52 53