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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$560K 0.04%
7,572
-416
377
$559K 0.04%
15,631
-1,423
378
$559K 0.04%
30,130
+9,541
379
$554K 0.04%
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380
$554K 0.04%
21,026
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381
$551K 0.04%
10,218
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382
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383
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31,621
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384
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385
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29,062
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386
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4,100
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17,272
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388
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21,128
-2,490
389
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+192,000
390
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19,072
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391
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14,789
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393
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15,214
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394
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13,700
395
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17,989
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396
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397
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20,941
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398
$518K 0.04%
38,525
-2,925
399
$517K 0.04%
5,312
+20
400
$507K 0.04%
30,899
+1,113
14 15
16
17 18