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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$560K 0.05%
14,508
+1,182
377
$551K 0.05%
7,151
-561
378
$547K 0.05%
6,523
+1,533
379
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381
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15,463
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384
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389
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15,136
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390
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335,960
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395
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396
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12,568
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$497K 0.04%
31,975
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398
$497K 0.04%
23,771
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399
$492K 0.04%
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400
$491K 0.04%
11,014
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