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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$405K 0.03%
18,955
+1,186
527
$404K 0.03%
17,715
+1,348
528
$404K 0.03%
7,360
-760
529
$404K 0.03%
4,382
+927
530
$403K 0.03%
9,449
-353
531
$403K 0.03%
3,638
-3,339
532
$401K 0.03%
2,758
+263
533
$401K 0.03%
6,657
-248
534
$400K 0.03%
37,300
-3,465
535
$398K 0.02%
2,803
-9
536
$398K 0.02%
21,584
-4,154
537
$397K 0.02%
1,561
+441
538
$395K 0.02%
8,401
+2,671
539
$394K 0.02%
7,794
+2,050
540
$392K 0.02%
13,010
+1,303
541
$389K 0.02%
11,715
-226
542
$387K 0.02%
24,200
+3,000
543
$383K 0.02%
3,556
+135
544
$382K 0.02%
3,407
+953
545
$376K 0.02%
11,284
-2,138
546
$373K 0.02%
6,023
-1,196
547
$369K 0.02%
20,505
+1,225
548
$368K 0.02%
20,636
+5,996
549
$367K 0.02%
3,565
+91
550
$366K 0.02%
+5,012
20 21
22
23 24