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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.51M 0.07%
46,243
-2,165
277
$3.49M 0.07%
52,489
+19,989
278
$3.49M 0.07%
+203,485
279
$3.48M 0.07%
23,925
-8,749
280
$3.44M 0.07%
20,608
-1,022
281
$3.43M 0.07%
36,804
-20,182
282
$3.42M 0.07%
67,386
+9,674
283
$3.4M 0.07%
13,393
-1,430
284
$3.39M 0.07%
55,981
-2,270
285
$3.38M 0.07%
106,306
+94,296
286
$3.38M 0.07%
41,789
-839
287
$3.36M 0.07%
196,017
+12,149
288
$3.35M 0.07%
97,700
+82,935
289
$3.35M 0.07%
158,797
-207,613
290
$3.34M 0.07%
32,291
-2,382
291
$3.33M 0.07%
71,995
+2,764
292
$3.33M 0.07%
130,908
+7,167
293
$3.32M 0.07%
25,137
-2,832
294
$3.31M 0.07%
54,721
-12,841
295
$3.29M 0.07%
14,533
-3,593
296
$3.28M 0.07%
33,978
-11,475
297
$3.27M 0.07%
41,782
+3,078
298
$3.27M 0.07%
13,241
-1,809
299
$3.24M 0.07%
18,514
+3,237
300
$3.23M 0.07%
26,398
+6,323
10 11
12
13 14