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
1426
$207K ﹤0.01%
+3,558
1427
$206K ﹤0.01%
+2,187
1428
$206K ﹤0.01%
+7,449
1429
$206K ﹤0.01%
6,789
1430
$205K ﹤0.01%
+17,570
1431
$205K ﹤0.01%
+7,531
1432
$205K ﹤0.01%
+7,051
1433
$205K ﹤0.01%
+8,449
1434
$205K ﹤0.01%
+4,288
1435
$205K ﹤0.01%
+10,013
1436
$204K ﹤0.01%
+7,187
1437
$204K ﹤0.01%
+3,178
1438
$204K ﹤0.01%
22,766
+8,384
1439
$204K ﹤0.01%
+8,276
1440
$203K ﹤0.01%
+2,145
1441
$203K ﹤0.01%
+8,761
1442
$203K ﹤0.01%
+7,260
1443
$203K ﹤0.01%
+7,043
1444
$202K ﹤0.01%
+5,075
1445
$202K ﹤0.01%
+1,582
1446
$202K ﹤0.01%
+2,257
1447
$201K ﹤0.01%
+1,575
1448
$201K ﹤0.01%
17,720
1449
$201K ﹤0.01%
+3,795
1450
$201K ﹤0.01%
+5,428
56 57
58
59 60