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
1351
$239K ﹤0.01%
6,538
1352
$238K ﹤0.01%
+22,810
1353
$238K ﹤0.01%
+4,424
1354
$237K ﹤0.01%
+10,455
1355
$237K ﹤0.01%
+8,385
1356
$237K ﹤0.01%
29,100
-6,000
1357
$236K ﹤0.01%
33,829
-12,489
1358
$236K ﹤0.01%
8,360
-2,465
1359
$236K ﹤0.01%
19,442
+185
1360
$236K ﹤0.01%
+7,750
1361
$235K ﹤0.01%
+839
1362
$235K ﹤0.01%
+10,569
1363
$233K ﹤0.01%
+6,064
1364
$233K ﹤0.01%
2,966
+104
1365
$232K ﹤0.01%
+1,284
1366
$232K ﹤0.01%
2,157
1367
$231K ﹤0.01%
11,798
-208
1368
$231K ﹤0.01%
+6,484
1369
$231K ﹤0.01%
+3,270
1370
$231K ﹤0.01%
+3,225
1371
$231K ﹤0.01%
+4,414
1372
$230K ﹤0.01%
21,620
-1,593
1373
$230K ﹤0.01%
+1,302
1374
$230K ﹤0.01%
+1,055
1375
$230K ﹤0.01%
+4,413
53 54
55
56 57