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
$2.66B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.8M
3
+$17.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$7.57M
2
+$6.79M
3
+$5.53M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.57M

Sector Composition

1 Technology 8.6%
2 Consumer Discretionary 4.44%
3 Financials 4.22%
4 Industrials 3.27%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.66M 0.06%
13,220
+871
277
$1.66M 0.06%
8,851
+450
278
$1.66M 0.06%
61,185
+9,723
279
$1.65M 0.06%
6,822
+850
280
$1.63M 0.06%
+49,262
281
$1.61M 0.06%
16,704
-1,016
282
$1.6M 0.06%
5
283
$1.6M 0.06%
17,602
-618
284
$1.6M 0.06%
20,683
+799
285
$1.59M 0.06%
9,726
-328
286
$1.57M 0.06%
74,590
+29,290
287
$1.57M 0.06%
43,999
+6,662
288
$1.54M 0.06%
41,195
+28,497
289
$1.54M 0.06%
15,291
+1
290
$1.54M 0.06%
114,606
-8,524
291
$1.54M 0.06%
10,437
-175
292
$1.53M 0.06%
35,410
-3,563
293
$1.52M 0.06%
46,097
+1,597
294
$1.51M 0.06%
53,728
+34,665
295
$1.51M 0.06%
25,229
+277
296
$1.5M 0.06%
34,104
+3,084
297
$1.5M 0.06%
48,568
-6,002
298
$1.49M 0.06%
6,566
-83
299
$1.48M 0.06%
22,492
+2,795
300
$1.47M 0.06%
26,949
+4,236
10 11
12
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