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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$406K 0.03%
+7,671
452
$404K 0.03%
8,852
-256
453
$403K 0.03%
6,133
-973
454
$402K 0.03%
33,847
-21,210
455
$402K 0.03%
14,346
+4,999
456
$401K 0.03%
14,123
+5,352
457
$398K 0.03%
+5,649
458
$397K 0.03%
21,130
-1,781
459
$397K 0.03%
6,849
+675
460
$397K 0.03%
+17,100
461
$396K 0.03%
+12,276
462
$394K 0.03%
+9,416
463
$393K 0.03%
10,095
-45
464
$392K 0.03%
15,089
+409
465
$391K 0.03%
43,592
+31,513
466
$388K 0.03%
7,677
+2,281
467
$388K 0.03%
5,391
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468
$388K 0.03%
9,300
+1,400
469
$386K 0.03%
5,741
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470
$386K 0.03%
6,842
+1,168
471
$382K 0.03%
8,296
+1,289
472
$381K 0.03%
8,140
+2,666
473
$380K 0.03%
+10,730
474
$380K 0.03%
6,715
-3,730
475
$377K 0.03%
6,514
+1,056