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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$492K 0.02%
8,353
+849
502
$492K 0.02%
+4,962
503
$488K 0.02%
3,077
-295
504
$485K 0.02%
2,974
-158
505
$485K 0.02%
+7,598
506
$484K 0.02%
5,254
-551
507
$478K 0.02%
8,196
-726
508
$475K 0.02%
29,392
-3,100
509
$474K 0.02%
24,175
-1,500
510
$471K 0.02%
29,085
-2,653
511
$469K 0.02%
10,541
-99
512
$467K 0.02%
2,716
-229
513
$466K 0.02%
7,284
+2,340
514
$466K 0.02%
560,379
+12,986
515
$465K 0.02%
30,734
+788
516
$462K 0.02%
2,511
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517
$461K 0.02%
12,451
-1,648
518
$459K 0.02%
5,662
+1,102
519
$456K 0.02%
+9,047
520
$453K 0.02%
8,385
+102
521
$452K 0.02%
2,762
+136
522
$452K 0.02%
6,697
-2,084
523
$452K 0.02%
3,965
-565
524
$448K 0.02%
2,341
-289
525
$447K 0.02%
5,833
-93
19 20
21
22 23