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
326
$1.11M 0.05%
9,756
+1,741
327
$1.11M 0.05%
10,419
+470
328
$1.1M 0.05%
11,236
-92
329
$1.1M 0.05%
14,419
+343
330
$1.1M 0.05%
28,670
+560
331
$1.1M 0.05%
+71,570
332
$1.1M 0.05%
51,620
+23,295
333
$1.09M 0.05%
5,052
+1,042
334
$1.09M 0.05%
3,920
+654
335
$1.09M 0.05%
19,897
+1,039
336
$1.08M 0.05%
43,442
+11,200
337
$1.08M 0.05%
12,499
+6,749
338
$1.08M 0.05%
10,900
+5,400
339
$1.08M 0.05%
31,067
+23,361
340
$1.07M 0.05%
20,156
+196
341
$1.07M 0.05%
35,165
-1,388
342
$1.07M 0.05%
23,309
+6,777
343
$1.07M 0.05%
16,777
+5,671
344
$1.06M 0.05%
14,584
-6,563
345
$1.06M 0.05%
9,614
+1,800
346
$1.06M 0.05%
14,801
+3,828
347
$1.06M 0.05%
12,016
+4,145
348
$1.05M 0.05%
28,853
+4,201
349
$1.04M 0.05%
4,323
+1,381
350
$1.03M 0.05%
49,606
+17,943
12 13
14
15 16