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
276
$1.02M 0.08%
26,434
+110
277
$1.02M 0.08%
18,938
+2,797
278
$1.02M 0.08%
60,040
+12,921
279
$1.01M 0.08%
21,308
+1,449
280
$1.01M 0.08%
16,617
-142
281
$997K 0.08%
9,868
-609
282
$996K 0.08%
36,027
-671
283
$996K 0.08%
11,557
+927
284
$980K 0.07%
8,010
+3,581
285
$967K 0.07%
13,248
-1,918
286
$964K 0.07%
28,648
287
$963K 0.07%
35,779
+15,514
288
$955K 0.07%
35,318
-4,878
289
$955K 0.07%
9,986
+181
290
$954K 0.07%
11,937
-387
291
$949K 0.07%
12,570
+2,891
292
$942K 0.07%
12,283
-250
293
$937K 0.07%
7,602
-4,563
294
$936K 0.07%
17,290
+4,000
295
$931K 0.07%
+38,590
296
$929K 0.07%
21,639
-841
297
$925K 0.07%
43,582
+17,394
298
$924K 0.07%
64,935
+11,700
299
$915K 0.07%
3,903
-1,001
300
$904K 0.07%
33,438
+186
10 11
12
13 14