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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$328K 0.03%
+5,196
477
$326K 0.03%
1,567
+592
478
$324K 0.03%
+5,383
479
$323K 0.03%
2,090
+195
480
$321K 0.03%
18,080
481
$321K 0.03%
8,350
-850
482
$320K 0.03%
5,072
+473
483
$319K 0.03%
2,955
-606
484
$318K 0.03%
6,087
-6
485
$317K 0.03%
12,909
+2,305
486
$316K 0.03%
+5,369
487
$316K 0.03%
+6,288
488
$316K 0.03%
695
+180
489
$313K 0.03%
+3,765
490
$309K 0.03%
+8,206
491
$308K 0.03%
6,040
-526
492
$308K 0.03%
1,016
493
$307K 0.03%
+3,675
494
$306K 0.03%
23,522
+6,480
495
$305K 0.03%
10,815
+1,518
496
$304K 0.03%
6,857
+1,753
497
$304K 0.03%
834
+158
498
$304K 0.03%
8,497
+2,545
499
$304K 0.03%
12,850
+1,970
500
$302K 0.03%
11,625
18 19
20
21 22