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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.82M 0.04%
32,687
+3,756
427
$1.82M 0.04%
35,057
+557
428
$1.81M 0.04%
1,320,306
-1,211,640
429
$1.81M 0.04%
39,608
+22,173
430
$1.79M 0.04%
46,838
-42,995
431
$1.79M 0.04%
22,307
-1,434
432
$1.77M 0.04%
48,475
-22,339
433
$1.76M 0.04%
57,918
-50
434
$1.76M 0.04%
3,575
-1,176
435
$1.76M 0.04%
65,955
-17,884
436
$1.75M 0.04%
30,881
+3,395
437
$1.74M 0.04%
36,254
+1,369
438
$1.73M 0.04%
15,628
+152
439
$1.73M 0.04%
11,469
-700
440
$1.72M 0.03%
15,993
+419
441
$1.71M 0.03%
34,865
-4,656
442
$1.71M 0.03%
62,208
-30,769
443
$1.7M 0.03%
39,754
-9,150
444
$1.7M 0.03%
21,667
-6,324
445
$1.66M 0.03%
75,956
-65,192
446
$1.65M 0.03%
42,091
+4,507
447
$1.64M 0.03%
62,830
448
$1.64M 0.03%
18,162
+2,421
449
$1.64M 0.03%
24,117
-357
450
$1.63M 0.03%
18,298
+1,024
16 17
18
19 20