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
1476
$144K ﹤0.01%
48,079
+11,708
1477
$142K ﹤0.01%
16,576
-1,805
1478
$141K ﹤0.01%
+10,327
1479
$140K ﹤0.01%
+391
1480
$140K ﹤0.01%
30,719
-17,650
1481
$138K ﹤0.01%
+13,648
1482
$137K ﹤0.01%
15,351
+1,402
1483
$136K ﹤0.01%
29,361
-12,127
1484
$135K ﹤0.01%
29,381
1485
$135K ﹤0.01%
22,815
+227
1486
$135K ﹤0.01%
11,600
-1,600
1487
$133K ﹤0.01%
12,167
+419
1488
$130K ﹤0.01%
11,725
-2,000
1489
$129K ﹤0.01%
+12,715
1490
$128K ﹤0.01%
14,160
1491
$127K ﹤0.01%
10,992
-623
1492
$125K ﹤0.01%
18,474
+154
1493
$124K ﹤0.01%
+10,821
1494
$123K ﹤0.01%
2,407
-450
1495
$120K ﹤0.01%
15,453
1496
$119K ﹤0.01%
11,203
-63,595
1497
$118K ﹤0.01%
18,548
-3,793
1498
$117K ﹤0.01%
38,287
1499
$117K ﹤0.01%
25,662
+1,241
1500
$114K ﹤0.01%
20,750
+5,750
58 59
60
61 62