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
1276
$278K 0.01%
6,874
+720
1277
$278K 0.01%
11,035
-710
1278
$277K 0.01%
1,941
+164
1279
$276K 0.01%
26,629
-1,450
1280
$276K 0.01%
+4,240
1281
$276K 0.01%
8,217
-230
1282
$274K 0.01%
+6,572
1283
$273K 0.01%
+2,790
1284
$272K ﹤0.01%
12,920
+1,670
1285
$272K ﹤0.01%
22,954
-341
1286
$272K ﹤0.01%
6,968
-4,445
1287
$272K ﹤0.01%
39,007
1288
$271K ﹤0.01%
+229
1289
$271K ﹤0.01%
11,340
-705
1290
$271K ﹤0.01%
21,919
-2,451
1291
$271K ﹤0.01%
24,200
+2,000
1292
$271K ﹤0.01%
+2,710
1293
$270K ﹤0.01%
+4,213
1294
$269K ﹤0.01%
11,718
-8,226
1295
$269K ﹤0.01%
+8,830
1296
$269K ﹤0.01%
5,254
+307
1297
$266K ﹤0.01%
+2,680
1298
$266K ﹤0.01%
8,273
1299
$266K ﹤0.01%
14,438
+777
1300
$266K ﹤0.01%
10,000
50 51
52
53 54