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
526
$296K 0.02%
8,795
+23
527
$295K 0.02%
2,668
-2,612
528
$289K 0.02%
4,368
-410
529
$288K 0.02%
26,593
-3,686
530
$283K 0.02%
19,400
+2,200
531
$283K 0.02%
12,146
+31
532
$283K 0.02%
20,200
+3,500
533
$282K 0.02%
12,370
-840
534
$282K 0.02%
1,511
-59
535
$282K 0.02%
12,834
-2,958
536
$281K 0.02%
7,010
+798
537
$281K 0.02%
9,900
-1,475
538
$280K 0.02%
+2,918
539
$278K 0.02%
1,284
+18
540
$275K 0.02%
1,603
+150
541
$275K 0.02%
4,580
+250
542
$274K 0.02%
6,358
-25
543
$273K 0.02%
6,095
-3,390
544
$273K 0.02%
6,676
-74
545
$272K 0.02%
+16,390
546
$269K 0.02%
5,700
+174
547
$265K 0.02%
18,343
+339
548
$265K 0.02%
2,176
+84
549
$264K 0.02%
9,648
+1,203
550
$263K 0.02%
+9,893
20 21
22
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