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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.91M 0.03%
56,296
+40,280
477
$1.9M 0.03%
9,751
+988
478
$1.89M 0.03%
+62,082
479
$1.89M 0.03%
25,482
+2,346
480
$1.89M 0.03%
25,178
+4,464
481
$1.89M 0.03%
82,643
+55,126
482
$1.88M 0.03%
28,203
-2,931
483
$1.87M 0.03%
89,167
+13,034
484
$1.87M 0.03%
39,924
-3,737
485
$1.87M 0.03%
4,204
+144
486
$1.85M 0.03%
7,411
-73
487
$1.85M 0.03%
64,109
-4,080
488
$1.85M 0.03%
199,495
+1,240
489
$1.85M 0.03%
39,113
-4,234
490
$1.84M 0.03%
61,870
-980
491
$1.84M 0.03%
24,015
-130
492
$1.84M 0.03%
47,529
-1,927
493
$1.83M 0.03%
13,278
+1,177
494
$1.83M 0.03%
28,932
+7,689
495
$1.83M 0.03%
19,888
+11,281
496
$1.82M 0.03%
9,702
+5,025
497
$1.82M 0.03%
10,776
+2,443
498
$1.82M 0.03%
45,999
-5,926
499
$1.82M 0.03%
7,429
+1
500
$1.81M 0.03%
23,556
-50,759
18 19
20
21 22