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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$813K 0.04%
+30,188
402
$811K 0.04%
4,568
+1,950
403
$810K 0.04%
11,685
-6,933
404
$810K 0.04%
12,620
+677
405
$803K 0.04%
10,475
-275
406
$801K 0.04%
17,081
+1,057
407
$798K 0.04%
6,768
-2,522
408
$796K 0.04%
21,047
+862
409
$796K 0.04%
7,994
+777
410
$793K 0.04%
4,846
+390
411
$790K 0.04%
42,595
-2,056
412
$789K 0.04%
5,042
+353
413
$785K 0.04%
7,182
+507
414
$784K 0.04%
25,274
+2,677
415
$784K 0.04%
14,670
+3,998
416
$783K 0.04%
13,540
+2,084
417
$782K 0.04%
11,055
-1,075
418
$778K 0.04%
2,879
+809
419
$778K 0.04%
56,757
+7,047
420
$772K 0.04%
7,214
+2,201
421
$771K 0.04%
9,116
+3,759
422
$771K 0.04%
8,430
+1,217
423
$766K 0.04%
24,029
+1,700
424
$758K 0.04%
8,398
+207
425
$756K 0.04%
31,800
+6,850
15 16
17
18 19