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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$422K 0.03%
7,064
+620
452
$421K 0.03%
+16,078
453
$417K 0.03%
6,231
+1,310
454
$416K 0.03%
40,581
-768
455
$414K 0.03%
5,651
-2,767
456
$408K 0.03%
8,392
+464
457
$407K 0.03%
10,826
-5,448
458
$406K 0.03%
8,630
459
$402K 0.03%
7,962
-14
460
$401K 0.03%
4,599
-36
461
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27,657
+606
462
$400K 0.03%
4,291
+602
463
$399K 0.03%
+11,641
464
$398K 0.03%
13,286
-1,065
465
$398K 0.03%
+15,350
466
$397K 0.03%
8,506
+1,066
467
$397K 0.03%
13,142
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468
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21,110
-2,717
469
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5,753
-242
470
$393K 0.03%
5,086
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471
$393K 0.03%
+10,330
472
$392K 0.03%
6,496
+48
473
$391K 0.03%
7,074
+61
474
$391K 0.03%
18,143
+1,197
475
$390K 0.03%
7,200
17 18
19
20 21