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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$591K 0.09%
+9,576
252
$590K 0.09%
14,870
+500
253
$589K 0.09%
+19,843
254
$589K 0.09%
16,625
+2,448
255
$589K 0.09%
27,496
+6,060
256
$585K 0.09%
13,890
+5,650
257
$579K 0.09%
+5,231
258
$579K 0.09%
+23,307
259
$577K 0.09%
9,922
+1,600
260
$576K 0.09%
17,681
-1,555
261
$571K 0.08%
+9,358
262
$570K 0.08%
11,302
+20
263
$569K 0.08%
8,036
-493
264
$565K 0.08%
3,363
+15
265
$563K 0.08%
16,996
+534
266
$561K 0.08%
11,970
+5,695
267
$550K 0.08%
7,011
-63
268
$548K 0.08%
16,586
-1,565
269
$546K 0.08%
5,405
+1,297
270
$546K 0.08%
8,609
+2,050
271
$543K 0.08%
+23,976
272
$535K 0.08%
29,061
+8,360
273
$534K 0.08%
4,448
-207
274
$534K 0.08%
7,590
-2,575
275
$528K 0.08%
11,587
+1,100
9 10
11
12 13