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
1551
$12K ﹤0.01%
+22
1552
$11.6K ﹤0.01%
11,300
1553
$11.1K ﹤0.01%
+213
1554
$10.9K ﹤0.01%
11,685
-790
1555
$9.95K ﹤0.01%
1,079
-62
1556
$8.57K ﹤0.01%
13,256
+300
1557
$7.7K ﹤0.01%
10,000
1558
$4.89K ﹤0.01%
+21,250
1559
$4.84K ﹤0.01%
821
-937
1560
$2.69K ﹤0.01%
1,026
1561
$2K ﹤0.01%
10,000
1562
– –
0
1563
$1.16K ﹤0.01%
400
1564
– –
-4,578
1565
– –
-11,887
1566
– –
-29,704
1567
– –
-3,581
1568
– –
-3,866
1569
– –
-8,431
1570
– –
-74,468
1571
– –
-18,278
1572
– –
-18,321
1573
– –
-14,688
1574
– –
-11,200
1575
– –
-7,500
61 62
63
64 65