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
351
$1.03M 0.05%
16,034
+2,409
352
$1.03M 0.05%
14,499
+105
353
$1.02M 0.05%
21,527
+8,560
354
$1.02M 0.05%
11,906
+1,006
355
$1.01M 0.05%
18,333
+10,641
356
$1.01M 0.05%
8,973
-8,853
357
$1.01M 0.05%
18,837
+3,682
358
$1.01M 0.05%
33,663
+7,211
359
$1M 0.05%
8,824
+696
360
$1M 0.05%
25,064
+7,310
361
$999K 0.05%
69,811
+22,990
362
$997K 0.05%
19,736
+3,049
363
$980K 0.05%
5,488
+1,035
364
$968K 0.05%
24,676
-1,360
365
$967K 0.05%
6,075
+2,066
366
$967K 0.05%
152,176
+24,532
367
$965K 0.05%
13,158
-195
368
$962K 0.05%
21,285
-4,890
369
$961K 0.05%
73,111
+8,544
370
$955K 0.05%
15,976
+408
371
$949K 0.05%
26,711
+7,998
372
$945K 0.05%
37,919
+9,621
373
$944K 0.05%
11,792
+4,096
374
$941K 0.05%
10,538
+4,807
375
$939K 0.05%
23,050
+14,665
13 14
15
16 17