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
1626
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-11,600
1627
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-8,517
1628
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-12,395
1629
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-14,688
1630
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1631
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-39,359
1632
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-4,880
1633
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-13,633
1634
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-3,097
1635
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-24,620
1636
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-21,936
1637
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-22,987
1638
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-13,250
1639
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-39,755
1640
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-10,510
1641
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-830
1642
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-17,278
1643
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-24,712
1644
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1645
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1646
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-16,330
1647
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-26,292
1648
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-21,298
1649
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-86,438
1650
– –
-26,640
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