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
526
$278K 0.03%
4,825
527
$278K 0.03%
2,500
+100
528
$277K 0.03%
+9,635
529
$272K 0.03%
7,469
530
$271K 0.03%
+7,769
531
$271K 0.03%
22,900
532
$269K 0.02%
22,431
-950
533
$268K 0.02%
+11,678
534
$268K 0.02%
9,443
-3,657
535
$267K 0.02%
10,119
+509
536
$267K 0.02%
4,554
-756
537
$266K 0.02%
3,727
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538
$264K 0.02%
+13,540
539
$263K 0.02%
+5,376
540
$261K 0.02%
+4,752
541
$261K 0.02%
4,625
-200
542
$260K 0.02%
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-134,087
543
$260K 0.02%
15,635
544
$259K 0.02%
13,010
-24
545
$258K 0.02%
5,195
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546
$257K 0.02%
5,322
+504
547
$256K 0.02%
2,726
+96
548
$255K 0.02%
+10,575
549
$255K 0.02%
2,206
-21,156
550
$254K 0.02%
+11,082
20 21
22
23 24