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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.02M 0.04%
19,866
-4,453
402
$2M 0.04%
188,700
+7,150
403
$1.99M 0.04%
44,884
+10
404
$1.99M 0.04%
40,087
+3,466
405
$1.98M 0.04%
14,195
-705
406
$1.98M 0.04%
10,944
+702
407
$1.97M 0.04%
31,583
-6,684
408
$1.97M 0.04%
35,792
-3,475
409
$1.95M 0.04%
7,911
+91
410
$1.95M 0.04%
32,852
-6,777
411
$1.92M 0.04%
20,650
-12,076
412
$1.91M 0.04%
35,117
-516
413
$1.9M 0.04%
22,258
-4,963
414
$1.9M 0.04%
12,473
+753
415
$1.89M 0.04%
57,641
-1,642
416
$1.89M 0.04%
13,207
-1,329
417
$1.89M 0.04%
12,540
-869
418
$1.88M 0.04%
4,925
-789
419
$1.87M 0.04%
+92,840
420
$1.86M 0.04%
39,872
-658
421
$1.85M 0.04%
25,671
+227
422
$1.85M 0.04%
75,789
+417
423
$1.85M 0.04%
7,524
-262
424
$1.84M 0.04%
50,412
-14,424
425
$1.83M 0.04%
11,880
+1,142
15 16
17
18 19