CA
Cetera Advisors Portfolio holdings
AUM
$12.7B
1-Year Return
22.72%
This Quarter Return
+4.56%
1 Year Return
+22.72%
3 Year Return
+27.6%
5 Year Return
+84.56%
10 Year Return
+155.16%
AUM
$891M
AUM Growth
+$162M
(+22%)
Cap. Flow
+$133M
Cap. Flow
% of AUM
14.96%
Top 10 Holdings %
Top 10 Hldgs %
19.56%
Holding
651
New
109
Increased
304
Reduced
149
Closed
57
Top Buys
| 1 |
FS KKR Capital
FSK
|
$16.6M |
| 2 |
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
|
$6.48M |
| 3 |
APU
AmeriGas Partners, L.P.
APU
|
$6.32M |
| 4 |
WisdomTree Europe SmallCap Dividend Fund
DFE
|
$5.82M |
| 5 |
Invesco QQQ Trust
QQQ
|
$3.5M |
Top Sells
Sector Composition
| 1 | Energy | 6.37% |
| 2 | Real Estate | 5.38% |
| 3 | Technology | 5.08% |
| 4 | Industrials | 4.16% |
| 5 | Financials | 4.1% |
