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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$589K 0.03%
12,031
+883
502
$587K 0.03%
31,832
-5,210
503
$586K 0.03%
7,139
+2,614
504
$586K 0.03%
27,030
+70
505
$585K 0.03%
8,272
+2,346
506
$585K 0.03%
20,159
-14,855
507
$584K 0.03%
3,360
-583
508
$581K 0.03%
20,342
+7,597
509
$579K 0.03%
13,863
+4,180
510
$577K 0.03%
25,144
-740
511
$576K 0.03%
+6,079
512
$575K 0.03%
14,481
+2,481
513
$573K 0.03%
32,473
+2,395
514
$569K 0.03%
5,525
+1,358
515
$568K 0.03%
14,863
+5,289
516
$567K 0.03%
3,335
+963
517
$567K 0.03%
+8,409
518
$567K 0.03%
9,176
-7,729
519
$567K 0.03%
6,771
+2,004
520
$567K 0.03%
10,588
+171
521
$566K 0.03%
10,973
-26,386
522
$563K 0.03%
+18,241
523
$563K 0.03%
8,949
-19,007
524
$558K 0.03%
+5,561
525
$558K 0.03%
5,660
+2,363
19 20
21
22 23