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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.39M 0.07%
17,316
+1,324
277
$1.39M 0.07%
90,735
+225
278
$1.36M 0.07%
12,693
+1,799
279
$1.36M 0.07%
17,167
+4,238
280
$1.34M 0.07%
19,836
+6,291
281
$1.34M 0.07%
129,944
+3,669
282
$1.32M 0.06%
23,830
-66,078
283
$1.32M 0.06%
36,326
-2,646
284
$1.32M 0.06%
15,652
+1,152
285
$1.3M 0.06%
27,559
+1,187
286
$1.29M 0.06%
3,290
+1,212
287
$1.28M 0.06%
104,060
-5,188
288
$1.27M 0.06%
13,100
-500
289
$1.27M 0.06%
41,996
+972
290
$1.26M 0.06%
13,983
+702
291
$1.26M 0.06%
48,824
+9,278
292
$1.26M 0.06%
75,270
+34,441
293
$1.26M 0.06%
51,869
+16,389
294
$1.25M 0.06%
37,218
+210
295
$1.25M 0.06%
11,011
+2,096
296
$1.24M 0.06%
83,930
-2,165
297
$1.23M 0.06%
28,275
+1,518
298
$1.22M 0.06%
11,341
-651
299
$1.22M 0.06%
8,951
+4,841
300
$1.22M 0.06%
32,635
+1,975
10 11
12
13 14