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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.74M 0.07%
59,853
-3,254
252
$1.74M 0.07%
+10,186
253
$1.73M 0.07%
30,395
+2,320
254
$1.71M 0.07%
118,475
-704
255
$1.7M 0.07%
71,609
+1,583
256
$1.68M 0.07%
59,677
-11,208
257
$1.68M 0.07%
39,314
+7,827
258
$1.67M 0.07%
21,538
+1,138
259
$1.66M 0.07%
5,128
+542
260
$1.65M 0.07%
95,832
-7,890
261
$1.64M 0.07%
54,570
+172
262
$1.61M 0.07%
39,640
+19,640
263
$1.59M 0.07%
+46,100
264
$1.58M 0.07%
8,802
+555
265
$1.58M 0.07%
38,973
-329
266
$1.58M 0.07%
19,790
+482
267
$1.57M 0.07%
+94,531
268
$1.55M 0.07%
6,649
-951
269
$1.55M 0.07%
+34,257
270
$1.54M 0.07%
5,972
+1,005
271
$1.54M 0.07%
124,690
-14,257
272
$1.53M 0.07%
123,130
+9,612
273
$1.52M 0.06%
18,220
-102
274
$1.5M 0.06%
10,054
-230
275
$1.5M 0.06%
251,577
-7,563
9 10
11
12 13