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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.47M 0.03%
49,698
-41,409
477
$1.47M 0.03%
20,435
-3,792
478
$1.47M 0.03%
6,691
+491
479
$1.46M 0.03%
9,123
-4,765
480
$1.45M 0.03%
55,513
-38,918
481
$1.44M 0.03%
22,193
-375
482
$1.44M 0.03%
67,838
-7,332
483
$1.43M 0.03%
5,863
-16
484
$1.42M 0.03%
13,352
-2,191
485
$1.41M 0.03%
46,054
+5,797
486
$1.4M 0.03%
12,669
+3,025
487
$1.4M 0.03%
44,452
+18,094
488
$1.39M 0.03%
34,516
+7,260
489
$1.39M 0.03%
64,449
-17,135
490
$1.38M 0.03%
59,818
-34,315
491
$1.37M 0.03%
+132,906
492
$1.37M 0.03%
17,545
-11,822
493
$1.36M 0.03%
13,044
-2,601
494
$1.36M 0.03%
19,680
+1,056
495
$1.36M 0.03%
78,967
+41,400
496
$1.35M 0.03%
7,695
-623
497
$1.35M 0.03%
3
-2
498
$1.35M 0.03%
18,965
-2,630
499
$1.35M 0.03%
9,919
+59
500
$1.34M 0.03%
17,459
-50
18 19
20
21 22