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
$729M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.01M
3
+$3.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.88M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M

Top Sells

1
+$5.09M
2
+$4.05M
3
+$2.22M
4
ROM icon
ProShares Ultra Technology
ROM
+$1.91M
5
LVS icon
Las Vegas Sands
LVS
+$1.49M

Sector Composition

1 Real Estate 6.11%
2 Energy 5.14%
3 Technology 4.66%
4 Industrials 4.36%
5 Materials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$258K 0.04%
+4,332
427
$257K 0.04%
+6,222
428
$256K 0.04%
4,934
+137
429
$256K 0.04%
5,634
-886
430
$253K 0.03%
+7,966
431
$252K 0.03%
+11,288
432
$250K 0.03%
7,800
+700
433
$249K 0.03%
2,451
-371
434
$246K 0.03%
+51
435
$244K 0.03%
24,497
-210
436
$244K 0.03%
+9,715
437
$243K 0.03%
+2,233
438
$242K 0.03%
9,001
-1,847
439
$242K 0.03%
19,085
-7,030
440
$241K 0.03%
4,486
+764
441
$240K 0.03%
5,681
-749
442
$239K 0.03%
+4,710
443
$238K 0.03%
+4,468
444
$237K 0.03%
5,367
+304
445
$236K 0.03%
3,937
+249
446
$235K 0.03%
+18,669
447
$231K 0.03%
5,000
-136
448
$229K 0.03%
+4,960
449
$228K 0.03%
+3,231
450
$228K 0.03%
726
16 17
18
19 20