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
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$9.75M
3 +$9.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.53M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.12M

Sector Composition

1 Technology 5.05%
2 Financials 3.89%
3 Industrials 3.54%
4 Healthcare 3.39%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.22M 0.07%
19,579
-1,546
277
$1.21M 0.07%
77,457
-1,326
278
$1.2M 0.07%
6,347
+16
279
$1.19M 0.07%
+46,102
280
$1.19M 0.07%
10,926
-415
281
$1.18M 0.07%
38,900
-3,096
282
$1.17M 0.07%
24,098
+268
283
$1.16M 0.07%
11,215
-47,268
284
$1.16M 0.07%
24,133
+5,800
285
$1.16M 0.07%
48,997
+32,419
286
$1.16M 0.07%
33,119
-15,146
287
$1.16M 0.07%
47,159
+4,950
288
$1.15M 0.07%
11,730
-661
289
$1.15M 0.07%
28,695
+420
290
$1.14M 0.07%
19,226
-1,812
291
$1.13M 0.07%
8,607
+664
292
$1.12M 0.07%
53,106
+526
293
$1.12M 0.07%
23,744
-3,815
294
$1.11M 0.07%
38,964
-1,254
295
$1.11M 0.06%
91,941
-35,220
296
$1.11M 0.06%
26,860
-5,484
297
$1.1M 0.06%
24,672
+2,920
298
$1.09M 0.06%
+38,152
299
$1.08M 0.06%
33,940
+5,087
300
$1.08M 0.06%
51,324
-1,761