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
251
$1.13M 0.08%
15,922
-994
252
$1.12M 0.08%
17,791
-30,605
253
$1.12M 0.08%
11,085
+551
254
$1.12M 0.08%
9,025
-180
255
$1.12M 0.08%
11,521
+557
256
$1.11M 0.08%
16,124
-15,135
257
$1.11M 0.08%
13,900
258
$1.11M 0.08%
45,800
+4,295
259
$1.1M 0.08%
29,874
+1,725
260
$1.1M 0.08%
9,689
+8,689
261
$1.1M 0.08%
14,482
+1,098
262
$1.08M 0.08%
56,912
-19,840
263
$1.08M 0.08%
24,444
-203
264
$1.07M 0.08%
10,481
+2,269
265
$1.07M 0.08%
8,075
+321
266
$1.07M 0.08%
9,356
+30
267
$1.07M 0.08%
10,324
-3,713
268
$1.06M 0.08%
43,965
+8,910
269
$1.06M 0.08%
72,019
-5,262
270
$1.05M 0.08%
7,100
271
$1.05M 0.08%
+11,976
272
$1.05M 0.08%
6,573
-2,275
273
$1.05M 0.08%
16,890
+15
274
$1.04M 0.08%
8,371
-82
275
$1.03M 0.08%
42,350
+5,132
9 10
11
12 13