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
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.75M
3
+$9.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.53M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.12M

Top Sells

1
+$13.6M
2
+$5.5M
3
+$5.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.91M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.88M

Sector Composition

1 Technology 5.05%
2 Financials 3.89%
3 Industrials 3.54%
4 Healthcare 3.39%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$739K 0.04%
9,145
-2,647
377
$737K 0.04%
5,010
-32
378
$734K 0.04%
13,585
-6,251
379
$732K 0.04%
140,541
-11,635
380
$729K 0.04%
45,368
+4,651
381
$724K 0.04%
7,560
-434
382
$719K 0.04%
15,271
-1,172
383
$710K 0.04%
29,153
-293
384
$709K 0.04%
9,579
+3,366
385
$706K 0.04%
4,585
+17
386
$706K 0.04%
30,413
+11,177
387
$704K 0.04%
10,178
-5,474
388
$699K 0.04%
79,139
+6,700
389
$699K 0.04%
31,260
-28,125
390
$697K 0.04%
28,308
+3,589
391
$697K 0.04%
+27,655
392
$696K 0.04%
+35,503
393
$694K 0.04%
34,170
+2,370
394
$694K 0.04%
246,840
+19,562
395
$691K 0.04%
10,063
-2,436
396
$690K 0.04%
6,451
+120
397
$687K 0.04%
6,231
+2,121
398
$686K 0.04%
8,970
+673
399
$685K 0.04%
50,777
-19,034
400
$680K 0.04%
5,613
+613
14 15
16
17 18