CA
Cetera Advisors Portfolio holdings
AUM
$12.7B
1-Year Return
22.72%
This Quarter Return
-3%
1 Year Return
+22.72%
3 Year Return
+27.6%
5 Year Return
+84.56%
10 Year Return
+155.16%
AUM
$6.4B
AUM Growth
+$57.8M
(+0.91%)
Cap. Flow
+$274M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
18.02%
Holding
1,809
New
165
Increased
865
Reduced
594
Closed
119
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$59.8M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$36.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$35M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$22.2M |
| 5 |
Microsoft
MSFT
|
+$14.4M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
+$69.1M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$16.8M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$16.7M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.2M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$10M |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Consumer Discretionary | 4.22% |
| 3 | Financials | 4.05% |
| 4 | Healthcare | 3.24% |
| 5 | Industrials | 3.16% |
