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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$691K 0.03%
5,192
+228
452
$690K 0.03%
4,568
+435
453
$687K 0.03%
4,719
+2,063
454
$687K 0.03%
4,877
+35
455
$687K 0.03%
27,532
+4,294
456
$687K 0.03%
27,851
+3,536
457
$679K 0.03%
32,518
+11,060
458
$678K 0.03%
13,580
+2,836
459
$678K 0.03%
45,000
+1,200
460
$676K 0.03%
10,269
-6,860
461
$675K 0.03%
9,973
-11,749
462
$673K 0.03%
11,962
+1,649
463
$672K 0.03%
1,904
+637
464
$672K 0.03%
10,842
+367
465
$668K 0.03%
53,088
-27,174
466
$659K 0.03%
17,076
+1,139
467
$658K 0.03%
+17,674
468
$658K 0.03%
5,485
+1,305
469
$652K 0.03%
16,900
-4,727
470
$652K 0.03%
+6,361
471
$651K 0.03%
8,723
+2,662
472
$651K 0.03%
3,465
+108
473
$651K 0.03%
10,042
+4,901
474
$649K 0.03%
18,014
-3,170
475
$649K 0.03%
+16,276
17 18
19
20 21