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
26
$8.55M 0.64%
56,456
+7,044
27
$8.52M 0.64%
175,262
+1,820
28
$8.48M 0.64%
100,567
-13,771
29
$8.34M 0.63%
40,640
+8,736
30
$8.24M 0.62%
99,956
-17,926
31
$8.2M 0.62%
99,739
-16,204
32
$8.03M 0.6%
52,212
-18,374
33
$7.72M 0.58%
65,453
+6,251
34
$7.45M 0.56%
98,355
+3,861
35
$7.11M 0.54%
61,688
-49
36
$7.04M 0.53%
52,318
+1,474
37
$6.8M 0.51%
97,200
-614
38
$6.79M 0.51%
65,223
-4,924
39
$6.76M 0.51%
41,455
+1,151
40
$6.74M 0.51%
159,177
+1,974
41
$6.52M 0.49%
322,172
-12,975
42
$6.47M 0.49%
55,193
-8,866
43
$6.34M 0.48%
122,615
+34,508
44
$6.29M 0.47%
74,893
+326
45
$6.23M 0.47%
239,465
+16,093
46
$6.14M 0.46%
58,686
-24,900
47
$6.13M 0.46%
147,723
+29,344
48
$5.92M 0.45%
49,656
-35,751
49
$5.7M 0.43%
153,082
-71,222
50
$5.67M 0.43%
50,179
-1,162
1
2
3 4 5