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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$336K 0.05%
4,837
+408
352
$334K 0.05%
4,193
+100
353
$332K 0.05%
6,817
+772
354
$331K 0.05%
+3,718
355
$330K 0.05%
26,115
-130
356
$329K 0.05%
+13,200
357
$324K 0.05%
3,983
-340
358
$324K 0.05%
6,818
+400
359
$324K 0.05%
13,929
+388
360
$322K 0.05%
33,333
-459
361
$320K 0.05%
22,775
362
$318K 0.05%
19,958
-1,478
363
$311K 0.05%
4,372
+1,151
364
$310K 0.05%
12,752
+1,866
365
$309K 0.05%
28
366
$308K 0.05%
11,049
-141
367
$307K 0.05%
+11,178
368
$306K 0.05%
23,870
-2,635
369
$306K 0.05%
+22,253
370
$301K 0.04%
4,350
+545
371
$300K 0.04%
15,627
+2,900
372
$299K 0.04%
+6,300
373
$299K 0.04%
12,004
+1,698
374
$298K 0.04%
3,291
+104
375
$297K 0.04%
+9,335
13 14
15
16 17