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
1401
$219K ﹤0.01%
+5,415
1402
$217K ﹤0.01%
5,517
-1,118
1403
$217K ﹤0.01%
+4,090
1404
$217K ﹤0.01%
14,505
-5,770
1405
$217K ﹤0.01%
+10,473
1406
$216K ﹤0.01%
+2,941
1407
$215K ﹤0.01%
15,000
1408
$215K ﹤0.01%
+1,973
1409
$215K ﹤0.01%
3,313
-2,833
1410
$215K ﹤0.01%
+3,433
1411
$214K ﹤0.01%
28,356
+8,960
1412
$213K ﹤0.01%
+2,020
1413
$213K ﹤0.01%
5,452
-6,914
1414
$212K ﹤0.01%
+2,783
1415
$211K ﹤0.01%
2,769
+143
1416
$211K ﹤0.01%
+624
1417
$210K ﹤0.01%
+2,580
1418
$209K ﹤0.01%
+6,716
1419
$209K ﹤0.01%
5,053
+5
1420
$209K ﹤0.01%
+27,768
1421
$208K ﹤0.01%
+12,573
1422
$208K ﹤0.01%
+5,212
1423
$207K ﹤0.01%
+4,664
1424
$207K ﹤0.01%
16,746
-5,734
1425
$207K ﹤0.01%
3,652
-28,153
55 56
57
58 59