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
$1.66B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.67M
3
+$3.75M
4
SHW icon
Sherwin-Williams
SHW
+$3.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.01M

Top Sells

1
+$8.19M
2
+$4.52M
3
+$2.63M
4
VALE icon
Vale
VALE
+$2.61M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.35M

Sector Composition

1 Technology 4.78%
2 Financials 3.8%
3 Industrials 3.45%
4 Energy 3.2%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$642K 0.04%
7,564
-190
402
$638K 0.04%
29,074
+7,914
403
$636K 0.04%
5,292
-1,095
404
$636K 0.04%
9,997
-2,845
405
$635K 0.04%
37,491
-1,002
406
$632K 0.04%
39,500
-2,000
407
$627K 0.04%
21,088
+2,390
408
$626K 0.04%
15,812
-13,610
409
$626K 0.04%
13,486
+8,300
410
$621K 0.04%
2,508
-58
411
$618K 0.04%
5,929
-609
412
$614K 0.04%
4,143
-54
413
$613K 0.04%
4,407
+1,000
414
$609K 0.04%
23,863
+225
415
$607K 0.04%
5,248
+174
416
$606K 0.04%
11,238
+1,983
417
$602K 0.04%
4,673
-374
418
$597K 0.04%
18,062
+1,716
419
$596K 0.04%
9,132
+224
420
$589K 0.04%
32,696
+14,279
421
$584K 0.04%
4,426
-46
422
$576K 0.03%
19,275
-1,704
423
$574K 0.03%
14,322
+27
424
$572K 0.03%
6,326
-11,410
425
$568K 0.03%
10,539
-452
15 16
17
18 19