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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$530K 0.05%
14,236
+5,666
377
$527K 0.05%
7,982
+48
378
$524K 0.05%
6,084
+132
379
$517K 0.05%
6,269
-2,775
380
$507K 0.05%
8,362
+1,635
381
$502K 0.05%
9,321
-28,673
382
$497K 0.05%
17,612
+2,840
383
$493K 0.05%
+36,683
384
$493K 0.05%
11,276
+1,698
385
$493K 0.05%
4,670
+1,949
386
$492K 0.05%
5,038
+1,216
387
$489K 0.05%
6,616
+1,238
388
$488K 0.05%
3,933
-66
389
$484K 0.04%
16,444
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390
$484K 0.04%
+6,976
391
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16,399
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392
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7,971
+1,608
393
$478K 0.04%
20,205
+5,073
394
$474K 0.04%
4,188
-342
395
$474K 0.04%
7,646
+1,344
396
$472K 0.04%
13,288
+6,797
397
$466K 0.04%
19,614
+3,264
398
$465K 0.04%
12,407
+2,218
399
$465K 0.04%
12,040
-1,828
400
$465K 0.04%
6,962
+804
14 15
16
17 18