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
1301
$266K ﹤0.01%
+6,278
1302
$266K ﹤0.01%
+3,549
1303
$265K ﹤0.01%
+3,767
1304
$265K ﹤0.01%
32,830
+3,208
1305
$264K ﹤0.01%
+5,659
1306
$263K ﹤0.01%
10,928
+1,282
1307
$263K ﹤0.01%
+311
1308
$263K ﹤0.01%
8,707
-11,882
1309
$263K ﹤0.01%
4,987
-80
1310
$262K ﹤0.01%
+4,977
1311
$261K ﹤0.01%
20,865
-7,205
1312
$261K ﹤0.01%
2,616
-3,700
1313
$261K ﹤0.01%
+2,883
1314
$260K ﹤0.01%
1,921
+148
1315
$260K ﹤0.01%
7,424
-7,424
1316
$258K ﹤0.01%
+10,859
1317
$258K ﹤0.01%
2,978
-581
1318
$257K ﹤0.01%
+10,085
1319
$256K ﹤0.01%
28,363
-2,585
1320
$256K ﹤0.01%
5,587
+251
1321
$254K ﹤0.01%
+11,584
1322
$253K ﹤0.01%
4,700
+376
1323
$253K ﹤0.01%
+1,444
1324
$253K ﹤0.01%
9,245
-1,161
1325
$252K ﹤0.01%
10,000
51 52
53
54 55