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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$507K 0.04%
24,600
-19,225
402
$506K 0.04%
25,430
+3,630
403
$503K 0.04%
5,314
+483
404
$502K 0.04%
12,480
-2,890
405
$502K 0.04%
26,843
+2,255
406
$502K 0.04%
9,489
+887
407
$500K 0.04%
5,712
+578
408
$497K 0.04%
9,215
+749
409
$496K 0.04%
+10,848
410
$495K 0.04%
4,046
+435
411
$494K 0.04%
11,888
+473
412
$491K 0.04%
7,328
-10
413
$489K 0.04%
8,442
+4,592
414
$486K 0.04%
11,904
+485
415
$485K 0.04%
31,888
-75,552
416
$484K 0.04%
3,316
-338
417
$483K 0.04%
+14,002
418
$478K 0.04%
+16,581
419
$476K 0.04%
34,483
-11,700
420
$475K 0.04%
17,515
+3,605
421
$472K 0.04%
10,150
-281
422
$472K 0.04%
4,366
+24
423
$466K 0.04%
31,879
-39,948
424
$461K 0.03%
12,492
-123
425
$461K 0.03%
21,293
-7,738
15 16
17
18 19