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
476
$382K 0.03%
11,400
477
$379K 0.03%
26,830
+15,593
478
$377K 0.03%
12,000
-300
479
$374K 0.03%
12,242
+656
480
$373K 0.03%
22,949
+6,778
481
$372K 0.03%
7,690
+422
482
$372K 0.03%
3,110
+34
483
$369K 0.03%
+13,019
484
$367K 0.03%
6,466
-1,085
485
$367K 0.03%
7,692
-186
486
$362K 0.03%
6,466
+597
487
$358K 0.03%
5,447
+66
488
$357K 0.03%
14,611
+2,094
489
$355K 0.03%
29,807
490
$355K 0.03%
7,769
-3,769
491
$355K 0.03%
4,986
-1,235
492
$350K 0.03%
21,214
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493
$350K 0.03%
3,402
+243
494
$348K 0.03%
16,127
+894
495
$347K 0.03%
18,890
-1,200
496
$342K 0.03%
40,690
-9,300
497
$340K 0.03%
8,642
498
$338K 0.03%
6,878
+10
499
$338K 0.03%
9,388
+645
500
$337K 0.03%
11,742
+719
18 19
20
21 22