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
351
$2.47M 0.05%
116,628
-117
352
$2.47M 0.05%
76,160
-11,510
353
$2.42M 0.05%
+119,181
354
$2.42M 0.05%
45,673
+4,995
355
$2.41M 0.05%
14,931
-3,388
356
$2.41M 0.05%
245,858
-494
357
$2.37M 0.05%
47,433
-4,124
358
$2.35M 0.05%
15,377
-3,796
359
$2.35M 0.05%
34,812
-1,869
360
$2.35M 0.05%
56,228
-11,215
361
$2.32M 0.05%
8,661
-931
362
$2.29M 0.05%
+143,284
363
$2.28M 0.05%
47,795
-2,895
364
$2.28M 0.05%
52,507
-38,718
365
$2.28M 0.05%
8,207
-2,071
366
$2.26M 0.05%
21,644
+5,880
367
$2.25M 0.05%
89,984
-80,760
368
$2.24M 0.05%
20,712
+144
369
$2.23M 0.05%
44,988
+297
370
$2.22M 0.05%
36,292
-36,595
371
$2.22M 0.04%
95,491
-30,307
372
$2.21M 0.04%
30,780
-3,320
373
$2.21M 0.04%
25,863
-4,527
374
$2.2M 0.04%
56,333
+1,020
375
$2.2M 0.04%
15,767
-1,607
13 14
15
16 17