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
376
$288K 0.04%
+24,781
377
$288K 0.04%
+9,520
378
$286K 0.04%
+10,848
379
$286K 0.04%
6,430
+1,082
380
$285K 0.04%
21,902
+1,174
381
$280K 0.04%
4,797
+96
382
$279K 0.04%
+7,215
383
$277K 0.04%
6,520
-255
384
$276K 0.04%
+12,593
385
$276K 0.04%
+957
386
$275K 0.04%
33,060
+6,140
387
$273K 0.04%
+7,085
388
$273K 0.04%
7,120
-1,400
389
$272K 0.04%
+5,400
390
$269K 0.04%
5,869
-379
391
$269K 0.04%
2,486
+6
392
$267K 0.04%
3,323
-2,288
393
$265K 0.04%
+4,768
394
$265K 0.04%
1,785
+235
395
$261K 0.04%
1,732
-67
396
$261K 0.04%
+3,368
397
$260K 0.04%
+7,714
398
$259K 0.04%
+10,708
399
$259K 0.04%
3,382
+244
400
$258K 0.04%
4,343
+252
14 15
16
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