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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.38M 0.07%
25,502
+1,404
277
$1.38M 0.07%
24,906
+5,404
278
$1.37M 0.07%
39,924
+960
279
$1.36M 0.07%
45,515
+27,065
280
$1.35M 0.07%
77,820
+363
281
$1.35M 0.07%
20,460
-337
282
$1.34M 0.07%
6,789
+1,805
283
$1.33M 0.07%
19,435
+209
284
$1.33M 0.07%
50,635
+1,638
285
$1.31M 0.07%
45,972
+36,966
286
$1.31M 0.07%
52,412
-1,081
287
$1.3M 0.06%
17,903
+9
288
$1.28M 0.06%
79,494
-1,745
289
$1.28M 0.06%
29,453
+758
290
$1.27M 0.06%
16,662
+7,641
291
$1.27M 0.06%
15,883
+265
292
$1.27M 0.06%
19,042
-537
293
$1.27M 0.06%
59,692
+6,586
294
$1.23M 0.06%
6,134
-1,244
295
$1.23M 0.06%
65,670
+3,435
296
$1.22M 0.06%
16,524
+1,548
297
$1.22M 0.06%
37,034
+3,094
298
$1.2M 0.06%
10,746
-984
299
$1.2M 0.06%
9,364
-1,935
300
$1.2M 0.06%
44,270
-3,696
10 11
12
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