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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$489K 0.04%
5,460
-594
402
$489K 0.04%
10,870
+5,474
403
$489K 0.04%
2,585
-210
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$486K 0.04%
11,884
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405
$484K 0.04%
27,993
+1,161
406
$483K 0.04%
20,775
+6,875
407
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10,407
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408
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-537
409
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410
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27,278
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411
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412
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19,768
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413
$466K 0.04%
9,686
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414
$463K 0.04%
+52,200
415
$462K 0.04%
16,524
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416
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417
$460K 0.04%
6,591
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418
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4,637
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419
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13,234
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420
$454K 0.04%
6,185
+3,256
421
$453K 0.04%
17,252
+3,068
422
$451K 0.04%
3,670
+445
423
$451K 0.04%
29,102
-2,395
424
$450K 0.04%
37,057
-6,200
425
$449K 0.04%
31,842
+16,706