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
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.75M
3
+$9.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.53M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.12M

Top Sells

1
+$13.6M
2
+$5.5M
3
+$5.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.91M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.88M

Sector Composition

1 Technology 5.05%
2 Financials 3.89%
3 Industrials 3.54%
4 Healthcare 3.39%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$502K 0.03%
4,656
+502
477
$500K 0.03%
16,093
+2,122
478
$500K 0.03%
19,782
+8
479
$495K 0.03%
8,026
+887
480
$491K 0.03%
10,748
-1,206
481
$490K 0.03%
3,288
+14
482
$489K 0.03%
5,805
+145
483
$488K 0.03%
18,450
+7,833
484
$487K 0.03%
11,343
-3,327
485
$484K 0.03%
8,860
-1,235
486
$483K 0.03%
14,580
+1,560
487
$483K 0.03%
3,852
+487
488
$482K 0.03%
7,404
-791
489
$481K 0.03%
11,776
+7,211
490
$478K 0.03%
6,394
491
$476K 0.03%
14,099
-2,801
492
$473K 0.03%
15,444
+5,381
493
$469K 0.03%
6,945
-1,327
494
$465K 0.03%
3,098
-367
495
$464K 0.03%
4,530
-316
496
$463K 0.03%
12,475
-529
497
$463K 0.03%
269
+50
498
$461K 0.03%
9,781
+293
499
$457K 0.03%
8,788
-1,254
500
$456K 0.03%
5,503
+48
18 19
20
21 22