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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$207K 0.03%
+10,355
452
$207K 0.03%
+6,252
453
$205K 0.03%
+4,410
454
$205K 0.03%
8,910
-1,850
455
$204K 0.03%
+7,473
456
$204K 0.03%
+5,553
457
$203K 0.03%
3,145
-5,630
458
$203K 0.03%
+5,090
459
$203K 0.03%
4,099
-4,624
460
$203K 0.03%
+3,013
461
$201K 0.03%
+2,509
462
$201K 0.03%
17,940
-3,250
463
$196K 0.03%
7,022
-125
464
$193K 0.03%
2,249
-651
465
$189K 0.03%
726
+246
466
$176K 0.03%
2,353
-1,500
467
$176K 0.03%
127,250
468
$175K 0.03%
15,971
+2,000
469
$171K 0.03%
2,850
-140
470
$156K 0.02%
+14,214
471
$142K 0.02%
11,658
-740
472
$141K 0.02%
10,014
-1,216
473
$138K 0.02%
19,464
-551
474
$137K 0.02%
+10,146
475
$130K 0.02%
+16,331
17 18
19
20 21