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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.09%
43,970
+1,180
227
$1.25M 0.09%
11,211
+11
228
$1.25M 0.09%
25,526
-829
229
$1.25M 0.09%
30,826
-6,605
230
$1.23M 0.09%
32,022
-7,741
231
$1.22M 0.09%
22,486
+2,657
232
$1.21M 0.09%
15,240
+73
233
$1.21M 0.09%
25,316
-741
234
$1.2M 0.09%
+36,553
235
$1.2M 0.09%
+21,440
236
$1.2M 0.09%
40,811
-1,185
237
$1.19M 0.09%
4,950
+502
238
$1.19M 0.09%
47,210
-1,150
239
$1.19M 0.09%
80,842
-5,036
240
$1.18M 0.09%
14,086
-1,897
241
$1.18M 0.09%
16,158
-1,449
242
$1.18M 0.09%
57,018
+606
243
$1.17M 0.09%
37,350
+1,023
244
$1.16M 0.09%
+9,267
245
$1.16M 0.09%
+32,438
246
$1.16M 0.09%
22,496
247
$1.15M 0.09%
11,718
+2,373
248
$1.15M 0.09%
27,316
+5,175
249
$1.14M 0.09%
44,125
+1,841
250
$1.14M 0.09%
8,511
-18
8 9
10
11 12