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
476
$643K 0.03%
10,095
-2,965
477
$638K 0.03%
2,601
478
$638K 0.03%
4,388
+641
479
$635K 0.03%
11,954
-567
480
$632K 0.03%
8,297
-171
481
$632K 0.03%
15,470
+6,400
482
$629K 0.03%
+10,011
483
$628K 0.03%
6,594
+382
484
$617K 0.03%
25,104
+11,181
485
$617K 0.03%
2,258
+11
486
$616K 0.03%
19,220
+1,400
487
$615K 0.03%
7,625
+2,781
488
$613K 0.03%
12,119
+2,385
489
$611K 0.03%
4,709
+636
490
$609K 0.03%
13,004
+3,743
491
$609K 0.03%
16,044
+2,778
492
$609K 0.03%
30,469
+412
493
$608K 0.03%
15,071
-3,700
494
$606K 0.03%
36,000
495
$604K 0.03%
27,913
-28,671
496
$604K 0.03%
4,742
+965
497
$602K 0.03%
11,817
-7,377
498
$598K 0.03%
4,256
+81
499
$594K 0.03%
5,000
+2,701
500
$592K 0.03%
3,274
+1,544
18 19
20
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