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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.2M 0.05%
12,561
+1,181
327
$1.2M 0.05%
14,195
+705
328
$1.18M 0.05%
2,169
+734
329
$1.18M 0.05%
43,098
+26,601
330
$1.17M 0.05%
24,884
-4,602
331
$1.17M 0.05%
22,713
+1,013
332
$1.16M 0.05%
10,875
+75
333
$1.15M 0.05%
11,581
-300
334
$1.15M 0.05%
49,411
-41,782
335
$1.15M 0.05%
9,276
-2,690
336
$1.14M 0.05%
79,675
+12,181
337
$1.14M 0.05%
21,762
+967
338
$1.13M 0.05%
16,154
-3,884
339
$1.13M 0.05%
11,581
+257
340
$1.13M 0.05%
49,606
+11,280
341
$1.13M 0.05%
36,450
-836
342
$1.12M 0.05%
4,420
-15,289
343
$1.1M 0.05%
32,324
+13,552
344
$1.1M 0.05%
50,649
+11,292
345
$1.1M 0.05%
26,952
+2,553
346
$1.09M 0.05%
+40,562
347
$1.08M 0.05%
98,318
+1,463
348
$1.08M 0.05%
35,754
-41,261
349
$1.07M 0.05%
9,203
+1,707
350
$1.06M 0.05%
41,484
-219
12 13
14
15 16