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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.09%
22,637
+4,147
227
$1.8M 0.09%
22,323
+4,456
228
$1.78M 0.09%
20,158
+6,915
229
$1.78M 0.09%
70,624
+51,613
230
$1.78M 0.09%
103,504
+26,600
231
$1.76M 0.09%
181,975
+50,485
232
$1.74M 0.09%
33,647
+1,359
233
$1.73M 0.09%
10,669
+652
234
$1.71M 0.08%
10,618
+1,005
235
$1.71M 0.08%
44,633
+15,390
236
$1.71M 0.08%
15,151
-4,851
237
$1.7M 0.08%
146,677
+3,382
238
$1.69M 0.08%
28,188
+9,762
239
$1.69M 0.08%
90,336
+309
240
$1.69M 0.08%
+57,897
241
$1.68M 0.08%
59,385
+5,936
242
$1.66M 0.08%
12,628
+1,069
243
$1.66M 0.08%
9,777
+2,249
244
$1.66M 0.08%
22,490
+5,490
245
$1.66M 0.08%
166,456
+2,315
246
$1.65M 0.08%
32,344
+1,928
247
$1.65M 0.08%
14,416
+603
248
$1.64M 0.08%
53,589
+7,067
249
$1.63M 0.08%
21,125
+9,723
250
$1.63M 0.08%
27,630
+2,144
8 9
10
11 12