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
$1.66B
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$24.4M
3
+$9.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.63M
5
VZ icon
Verizon
VZ
+$6.73M

Top Sells

1
+$50.8M
2
+$15.4M
3
+$12.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.51M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.99M

Sector Composition

1 Technology 5.65%
2 Industrials 4.03%
3 Financials 3.89%
4 Communication Services 3.36%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$606K 0.04%
13,798
-736
427
$603K 0.04%
6,728
-159
428
$596K 0.04%
13,058
-1,100
429
$593K 0.04%
8,671
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430
$593K 0.04%
970
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431
$592K 0.04%
9,302
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432
$590K 0.04%
11,691
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433
$588K 0.04%
2,328
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434
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435
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15,860
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436
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13,069
-5,359
437
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3,357
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438
$583K 0.04%
21,329
-8,900
439
$581K 0.04%
+10,185
440
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12,532
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441
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443
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444
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4,186
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445
$564K 0.03%
5,296
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446
$563K 0.03%
10,574
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447
$562K 0.03%
11,387
-1,764
448
$557K 0.03%
10,000
-1,940
449
$553K 0.03%
9,708
+284
450
$549K 0.03%
7,186
+849
16 17
18
19 20