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
1326
$252K ﹤0.01%
+9,087
1327
$250K ﹤0.01%
1,767
+126
1328
$250K ﹤0.01%
15,584
+5,497
1329
$249K ﹤0.01%
5,084
+80
1330
$249K ﹤0.01%
3,880
+125
1331
$248K ﹤0.01%
+4,236
1332
$247K ﹤0.01%
2,467
1333
$247K ﹤0.01%
+7,443
1334
$246K ﹤0.01%
+5,466
1335
$246K ﹤0.01%
+4,915
1336
$245K ﹤0.01%
+694
1337
$245K ﹤0.01%
3,490
+15
1338
$245K ﹤0.01%
+885
1339
$245K ﹤0.01%
+18,474
1340
$245K ﹤0.01%
+2,256
1341
$245K ﹤0.01%
+2,340
1342
$244K ﹤0.01%
4,270
+1,020
1343
$244K ﹤0.01%
+10,142
1344
$244K ﹤0.01%
+4,176
1345
$243K ﹤0.01%
3,236
+103
1346
$242K ﹤0.01%
16,185
-5,305
1347
$241K ﹤0.01%
6,609
-451
1348
$241K ﹤0.01%
+6,873
1349
$240K ﹤0.01%
+2,738
1350
$239K ﹤0.01%
+4,905
52 53
54
55 56