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
$729M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$6.01M
3 +$3.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.88M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M

Top Sells

1 +$5.09M
2 +$4.05M
3 +$2.22M
4
ROM icon
ProShares Ultra Technology
ROM
+$1.91M
5
LVS icon
Las Vegas Sands
LVS
+$1.49M

Sector Composition

1 Real Estate 6.11%
2 Energy 5.14%
3 Technology 4.66%
4 Industrials 4.36%
5 Materials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$213K 0.03%
6,772
-250
477
$213K 0.03%
+16,009
478
$212K 0.03%
+16,100
479
$211K 0.03%
10,615
+260
480
$211K 0.03%
+6,309
481
$210K 0.03%
3,996
-520
482
$210K 0.03%
+8,829
483
$210K 0.03%
7,385
+3,222
484
$209K 0.03%
+10,777
485
$209K 0.03%
+4,717
486
$208K 0.03%
2,541
+188
487
$207K 0.03%
+20,000
488
$207K 0.03%
+18,058
489
$207K 0.03%
+1,579
490
$206K 0.03%
+16,390
491
$206K 0.03%
+6,232
492
$205K 0.03%
4,410
493
$205K 0.03%
+5,555
494
$204K 0.03%
5,112
-19,047
495
$201K 0.03%
+21,695
496
$200K 0.03%
+3,571
497
$197K 0.03%
+3,918
498
$194K 0.03%
13,460
+3,314
499
$188K 0.03%
16,771
+800
500
$188K 0.03%
+10,549