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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.96M 0.08%
4,324
-510
252
$3.95M 0.08%
87,268
-62,546
253
$3.95M 0.08%
48,875
+4,694
254
$3.88M 0.08%
17,255
-2,875
255
$3.86M 0.08%
40,710
+5,133
256
$3.85M 0.08%
48,400
-51,145
257
$3.84M 0.08%
109,266
+19,075
258
$3.84M 0.08%
26,113
-3,501
259
$3.83M 0.08%
65,970
+3,795
260
$3.82M 0.08%
8,342
-918
261
$3.8M 0.08%
68,957
-9,612
262
$3.79M 0.08%
65,273
-5,359
263
$3.76M 0.08%
37,227
-6,134
264
$3.76M 0.08%
29,096
+1,153
265
$3.71M 0.08%
167,259
-56,885
266
$3.69M 0.07%
16,328
-3,054
267
$3.69M 0.07%
6,117
-191
268
$3.67M 0.07%
48,024
+1,456
269
$3.64M 0.07%
118,201
+21,894
270
$3.61M 0.07%
5,408
-105
271
$3.6M 0.07%
93,714
-19,342
272
$3.59M 0.07%
68,615
-408
273
$3.58M 0.07%
73,203
-8,329
274
$3.56M 0.07%
35,786
+4,213
275
$3.54M 0.07%
61,937
-17,481
9 10
11
12 13