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
1526
$54K ﹤0.01%
21,252
-2,474
1527
$51.3K ﹤0.01%
+19,636
1528
$50.9K ﹤0.01%
17,261
+490
1529
$50.4K ﹤0.01%
193
+55
1530
$41.6K ﹤0.01%
10,000
-10,000
1531
$41.4K ﹤0.01%
43,050
-13,000
1532
$40.6K ﹤0.01%
1,197
-20
1533
$39.9K ﹤0.01%
+12,121
1534
$37.9K ﹤0.01%
21,795
+908
1535
$36.3K ﹤0.01%
+10,606
1536
$35.9K ﹤0.01%
1,551
-157
1537
$35.2K ﹤0.01%
3,471
+263
1538
$34K ﹤0.01%
+10,901
1539
$33K ﹤0.01%
+3,335
1540
$31.7K ﹤0.01%
6,391
+1,772
1541
$29.5K ﹤0.01%
+2,860
1542
$28.6K ﹤0.01%
+20,156
1543
$26.6K ﹤0.01%
746
1544
$25.3K ﹤0.01%
27,400
1545
$20.3K ﹤0.01%
10,695
1546
$20.2K ﹤0.01%
+13,233
1547
$18.6K ﹤0.01%
15,027
1548
$18.3K ﹤0.01%
14,600
1549
$13.9K ﹤0.01%
10,500
1550
$13K ﹤0.01%
2,792
60 61
62
63 64