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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$414K 0.04%
6,896
+537
427
$403K 0.04%
5,588
+277
428
$399K 0.04%
5,103
-1,692
429
$399K 0.04%
9,091
+2,764
430
$399K 0.04%
4,978
+674
431
$396K 0.04%
13,938
+770
432
$395K 0.04%
22,374
+5,093
433
$394K 0.04%
3,601
-492
434
$392K 0.04%
29,081
-31
435
$391K 0.04%
8,250
+1,904
436
$390K 0.04%
9,006
-346
437
$386K 0.04%
+6,187
438
$383K 0.04%
3,301
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439
$382K 0.04%
13,248
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440
$378K 0.03%
10,700
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441
$378K 0.03%
4,968
442
$378K 0.03%
11,165
-112
443
$376K 0.03%
29,820
-1,110
444
$375K 0.03%
9,801
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445
$373K 0.03%
6,647
+4,517
446
$372K 0.03%
17,205
+7,000
447
$368K 0.03%
6,549
-634
448
$368K 0.03%
23,476
+669
449
$365K 0.03%
3,883
-1,449
450
$365K 0.03%
4,716
+835
16 17
18
19 20