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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$335K 0.03%
4,699
-152
502
$333K 0.03%
+6,349
503
$331K 0.02%
+9,500
504
$330K 0.02%
6,795
-2,465
505
$328K 0.02%
3,237
-47
506
$327K 0.02%
24,789
-65,393
507
$325K 0.02%
13,966
-2,714
508
$324K 0.02%
5,580
509
$321K 0.02%
16,081
+55
510
$319K 0.02%
+7,887
511
$318K 0.02%
3,705
-113
512
$317K 0.02%
+3,076
513
$315K 0.02%
15,923
-9,978
514
$315K 0.02%
10,117
-740
515
$315K 0.02%
6,573
-11,518
516
$314K 0.02%
8,620
-8,615
517
$311K 0.02%
+4,834
518
$309K 0.02%
+4,870
519
$308K 0.02%
13,700
-1,207
520
$308K 0.02%
2,981
+126
521
$302K 0.02%
9,313
+2
522
$301K 0.02%
+79,500
523
$299K 0.02%
2,815
+62
524
$299K 0.02%
16,337
-2,778
525
$297K 0.02%
16,292
+581
19 20
21
22 23