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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.09%
20,529
-561
252
$1.01M 0.09%
18,549
+386
253
$1M 0.09%
24,181
+4,559
254
$1M 0.09%
24,983
-1,112
255
$1M 0.09%
22,586
+1,316
256
$998K 0.09%
26,964
+10,712
257
$987K 0.09%
6,506
+8
258
$985K 0.09%
16,875
+2,620
259
$985K 0.09%
20,226
-424
260
$984K 0.09%
34,338
+4,908
261
$979K 0.09%
99,830
+72,522
262
$969K 0.09%
65,338
+25,670
263
$969K 0.09%
62,720
+1,650
264
$962K 0.09%
17,638
-682
265
$960K 0.09%
65,099
+724
266
$960K 0.09%
14,268
+3,769
267
$958K 0.09%
13,269
+6,013
268
$955K 0.09%
11,857
-9,673
269
$948K 0.09%
8,200
-19
270
$944K 0.09%
30,149
-1,365
271
$912K 0.08%
18,968
-150
272
$902K 0.08%
9,729
+1,868
273
$902K 0.08%
10,653
-686
274
$901K 0.08%
32,728
-8,856
275
$900K 0.08%
9,769
-1,820
9 10
11
12 13