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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$460K 0.03%
7,342
-1,475
427
$458K 0.03%
17,300
-4,700
428
$458K 0.03%
10,448
-1,535
429
$457K 0.03%
+14,234
430
$454K 0.03%
+2,055
431
$453K 0.03%
28,207
+3,891
432
$452K 0.03%
3,747
-50
433
$450K 0.03%
2,139
+576
434
$449K 0.03%
8,448
-400
435
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11,000
+2,532
436
$449K 0.03%
3,162
-221
437
$447K 0.03%
5,565
438
$446K 0.03%
20,023
+4,283
439
$446K 0.03%
29,181
-7,958
440
$443K 0.03%
7,529
-154
441
$438K 0.03%
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442
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29,468
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443
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9,704
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444
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+8,336
445
$429K 0.03%
10,977
-2
446
$429K 0.03%
7,854
-1,313
447
$428K 0.03%
3,122
-5,168
448
$428K 0.03%
6,095
-1,543
449
$427K 0.03%
2,404
-671
450
$426K 0.03%
1,836
+255
16 17
18
19 20