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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$233K 0.03%
2,042
-206
427
$233K 0.03%
14,560
-2,650
428
$227K 0.03%
6,734
429
$226K 0.03%
+22,560
430
$226K 0.03%
7,570
-260
431
$224K 0.03%
+5,154
432
$224K 0.03%
9,740
433
$223K 0.03%
24,707
-17,925
434
$223K 0.03%
+4,914
435
$222K 0.03%
3,249
+1,023
436
$221K 0.03%
4,371
+104
437
$219K 0.03%
+2,415
438
$219K 0.03%
+3,688
439
$218K 0.03%
+3,416
440
$218K 0.03%
+5,530
441
$217K 0.03%
+3,173
442
$217K 0.03%
+21,525
443
$217K 0.03%
+5,063
444
$217K 0.03%
+3,751
445
$217K 0.03%
3,736
-1,228
446
$215K 0.03%
3,090
-100
447
$214K 0.03%
13,630
+2,000
448
$210K 0.03%
4,516
-597
449
$208K 0.03%
+3,722
450
$207K 0.03%
+3,930
16 17
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