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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$753K 0.04%
9,150
-1,370
427
$753K 0.04%
20,919
+7,455
428
$753K 0.04%
12,624
+2,028
429
$752K 0.04%
15,149
+10,526
430
$751K 0.04%
55,954
+25,017
431
$747K 0.04%
24,055
-7,033
432
$746K 0.04%
23,298
+4,387
433
$746K 0.04%
8,963
+791
434
$746K 0.04%
40,717
+2,300
435
$744K 0.04%
28,417
+15,869
436
$743K 0.04%
227,278
+91,574
437
$742K 0.04%
23,950
+4,000
438
$739K 0.04%
3,822
+641
439
$734K 0.04%
3,205
+359
440
$734K 0.04%
24,719
+13,952
441
$717K 0.04%
29,446
+7,708
442
$712K 0.03%
9,203
+5,356
443
$708K 0.03%
7,668
-11,326
444
$705K 0.03%
6,331
+1,022
445
$703K 0.03%
11,627
+3,045
446
$699K 0.03%
+28,956
447
$696K 0.03%
18,429
-2,676
448
$696K 0.03%
53,737
+10,144
449
$696K 0.03%
44,345
+12,809
450
$695K 0.03%
17,150
-28,555
16 17
18
19 20