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
1376
$229K ﹤0.01%
6,865
1377
$229K ﹤0.01%
+974
1378
$228K ﹤0.01%
6,594
-2,446
1379
$228K ﹤0.01%
+817
1380
$227K ﹤0.01%
9,172
-571
1381
$227K ﹤0.01%
+2,437
1382
$227K ﹤0.01%
6,028
-1,507
1383
$226K ﹤0.01%
+1,415
1384
$226K ﹤0.01%
+3,305
1385
$226K ﹤0.01%
7,412
+200
1386
$225K ﹤0.01%
+40,366
1387
$225K ﹤0.01%
+4,937
1388
$225K ﹤0.01%
27,723
-12,000
1389
$224K ﹤0.01%
+3,467
1390
$223K ﹤0.01%
+558
1391
$223K ﹤0.01%
+1,956
1392
$222K ﹤0.01%
+2,471
1393
$222K ﹤0.01%
+2,197
1394
$222K ﹤0.01%
+7,158
1395
$220K ﹤0.01%
11,407
-16
1396
$220K ﹤0.01%
3,637
-1,489
1397
$220K ﹤0.01%
4,994
-308
1398
$219K ﹤0.01%
12,146
+1,700
1399
$219K ﹤0.01%
11,840
-1,973
1400
$219K ﹤0.01%
+6,595
54 55
56
57 58