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
$1.66B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.67M
3
+$3.75M
4
SHW icon
Sherwin-Williams
SHW
+$3.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.01M

Top Sells

1
+$8.19M
2
+$4.52M
3
+$2.63M
4
VALE icon
Vale
VALE
+$2.61M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.35M

Sector Composition

1 Technology 4.78%
2 Financials 3.8%
3 Industrials 3.45%
4 Energy 3.2%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.24M 0.07%
3,795
-22
277
$1.23M 0.07%
88,301
-33,279
278
$1.22M 0.07%
33,719
279
$1.22M 0.07%
27,739
-10,405
280
$1.22M 0.07%
16,040
-1,260
281
$1.22M 0.07%
89,800
+9,750
282
$1.2M 0.07%
67,389
-1,372
283
$1.2M 0.07%
23,706
-159
284
$1.2M 0.07%
14,203
+321
285
$1.19M 0.07%
22,695
-198
286
$1.18M 0.07%
18,645
-426
287
$1.17M 0.07%
20,967
+993
288
$1.15M 0.07%
54,763
-5,530
289
$1.15M 0.07%
9,879
-977
290
$1.14M 0.07%
7,100
291
$1.14M 0.07%
22,397
+2,688
292
$1.14M 0.07%
12,426
+23
293
$1.14M 0.07%
1,541
-214
294
$1.14M 0.07%
6,981
-322
295
$1.13M 0.07%
23,318
-1,289
296
$1.12M 0.07%
52,353
+6,550
297
$1.11M 0.07%
27,887
-1,546
298
$1.1M 0.07%
37,229
+1,400
299
$1.1M 0.07%
11,757
-5,392
300
$1.1M 0.07%
4,609
-574
10 11
12
13 14