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
$3.64B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$12.9M
3
+$11.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$28M
2
+$18.9M
3
+$16.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$13.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.55M

Sector Composition

1 Technology 8.13%
2 Consumer Discretionary 4.68%
3 Financials 4.61%
4 Industrials 4.4%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.54M 0.04%
43,108
+14
377
$1.53M 0.04%
21,324
+3,998
378
$1.52M 0.04%
49,884
+2,588
379
$1.52M 0.04%
15,506
+10,723
380
$1.52M 0.04%
+100,440
381
$1.52M 0.04%
39,347
+1,782
382
$1.51M 0.04%
26,240
+2,720
383
$1.5M 0.04%
+25,145
384
$1.5M 0.04%
+17,865
385
$1.5M 0.04%
11,098
-80
386
$1.49M 0.04%
13,718
-22,809
387
$1.48M 0.04%
+46,761
388
$1.47M 0.04%
32,868
-1,091
389
$1.44M 0.04%
52,866
+28,608
390
$1.42M 0.04%
10,042
+276
391
$1.42M 0.04%
5,157
+2,641
392
$1.41M 0.04%
39,782
+8,411
393
$1.38M 0.04%
12,505
-118,319
394
$1.38M 0.04%
+76,000
395
$1.38M 0.04%
16,243
+1,707
396
$1.35M 0.04%
40,743
+27,133
397
$1.35M 0.04%
5,481
+969
398
$1.34M 0.04%
43,061
+2,873
399
$1.34M 0.04%
13,640
+805
400
$1.31M 0.04%
65,618
+8,597
14 15
16
17 18