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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.04%
2,456
-21
402
$258K 0.04%
14,232
-3,000
403
$257K 0.04%
+9,856
404
$257K 0.04%
+4,984
405
$256K 0.04%
874
-93
406
$255K 0.04%
+6,488
407
$255K 0.04%
5,473
+29
408
$254K 0.04%
15,795
-5
409
$254K 0.04%
8,075
-2,025
410
$252K 0.04%
18,900
+5,260
411
$251K 0.04%
+4,928
412
$251K 0.04%
94
+7
413
$250K 0.04%
3,585
-800
414
$249K 0.04%
7,100
+300
415
$247K 0.04%
3,822
+26
416
$246K 0.04%
5,295
-3,000
417
$243K 0.04%
5,136
-731
418
$243K 0.04%
5,095
419
$243K 0.04%
+2,944
420
$240K 0.04%
+3,399
421
$240K 0.04%
+17,550
422
$236K 0.03%
+1,392
423
$236K 0.03%
19,911
-5,346
424
$234K 0.03%
+8,585
425
$234K 0.03%
+7,976
15 16
17
18 19