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
$729M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.01M
3
+$3.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.88M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M

Top Sells

1
+$5.09M
2
+$4.05M
3
+$2.22M
4
ROM icon
ProShares Ultra Technology
ROM
+$1.91M
5
LVS icon
Las Vegas Sands
LVS
+$1.49M

Sector Composition

1 Real Estate 6.11%
2 Energy 5.14%
3 Technology 4.66%
4 Industrials 4.36%
5 Materials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$306K 0.04%
+7,454
402
$301K 0.04%
36,108
+19,777
403
$299K 0.04%
8,758
+2,024
404
$294K 0.04%
3,188
-530
405
$290K 0.04%
23,114
+1,212
406
$289K 0.04%
+3,179
407
$284K 0.04%
7,222
+7
408
$284K 0.04%
+5,601
409
$283K 0.04%
19,355
-3,420
410
$282K 0.04%
+15,550
411
$281K 0.04%
+23,400
412
$281K 0.04%
11,116
-888
413
$277K 0.04%
+5,755
414
$275K 0.04%
33,855
+795
415
$274K 0.04%
20,243
-3,627
416
$270K 0.04%
4,205
+789
417
$269K 0.04%
+8,618
418
$269K 0.04%
21,121
+1,210
419
$268K 0.04%
7,188
+1,635
420
$267K 0.04%
3,212
-37
421
$265K 0.04%
+11,470
422
$264K 0.04%
9,570
+2,000
423
$261K 0.04%
3,878
-1,597
424
$259K 0.04%
+8,560
425
$259K 0.04%
6,154
+681
15 16
17
18 19