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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$463K 0.04%
22,923
+514
402
$461K 0.04%
13,238
-325
403
$460K 0.04%
13,747
404
$458K 0.04%
41,364
+4,104
405
$456K 0.04%
21,449
-3,102
406
$452K 0.04%
+11,374
407
$450K 0.04%
+10,216
408
$447K 0.04%
5,232
-3,975
409
$446K 0.04%
4,933
+1,328
410
$445K 0.04%
+48
411
$441K 0.04%
11,832
-13,469
412
$439K 0.04%
12,018
-1,233
413
$438K 0.04%
6,902
+205
414
$438K 0.04%
56,845
-6,028
415
$437K 0.04%
3,955
-845
416
$436K 0.04%
7,147
+451
417
$434K 0.04%
+16,837
418
$431K 0.04%
8,061
+889
419
$431K 0.04%
8,809
-120
420
$430K 0.04%
4,330
421
$429K 0.04%
3,966
-1,042
422
$425K 0.04%
10,426
-5,790
423
$421K 0.04%
2,994
+933
424
$418K 0.04%
5,285
-884
425
$417K 0.04%
3,020
+1,622
15 16
17
18 19