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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$302K 0.03%
7,676
-8,424
502
$299K 0.03%
6,410
-203
503
$297K 0.03%
8,338
-1,718
504
$296K 0.03%
5,402
-652
505
$296K 0.03%
11,006
-3,144
506
$293K 0.03%
4,858
+1,314
507
$293K 0.03%
7,750
+700
508
$291K 0.03%
2,649
+443
509
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3,049
-2
510
$288K 0.03%
9,212
-3
511
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35,498
-2,922
512
$287K 0.03%
6,700
513
$287K 0.03%
57,577
514
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2,676
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515
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26,895
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516
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517
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8,263
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518
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+1,255
519
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3,011
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520
$282K 0.03%
+1,286
521
$280K 0.03%
28,540
-3,840
522
$280K 0.03%
1,639
-171
523
$280K 0.03%
4,250
-150
524
$279K 0.03%
8,997
-327
525
$279K 0.03%
7,508
+640
19 20
21
22 23