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
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.75M
3
+$9.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.53M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.12M

Top Sells

1
+$13.6M
2
+$5.5M
3
+$5.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.91M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.88M

Sector Composition

1 Technology 5.05%
2 Financials 3.89%
3 Industrials 3.54%
4 Healthcare 3.39%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$414K 0.02%
8,887
-76
527
$413K 0.02%
7,047
+23
528
$412K 0.02%
5,926
+438
529
$409K 0.02%
6,650
-64,486
530
$408K 0.02%
9,283
+31
531
$407K 0.02%
+9,610
532
$407K 0.02%
7,793
+3,352
533
$405K 0.02%
10,723
+135
534
$403K 0.02%
4,420
-1,941
535
$403K 0.02%
+7,477
536
$402K 0.02%
6,595
-128
537
$402K 0.02%
13,887
-394
538
$402K 0.02%
20,597
539
$401K 0.02%
12,167
-4,909
540
$400K 0.02%
13,415
-17,652
541
$399K 0.02%
9,935
+806
542
$397K 0.02%
2,392
-1,430
543
$396K 0.02%
16,709
-2,852
544
$396K 0.02%
22,633
+3,990
545
$396K 0.02%
976
-18
546
$395K 0.02%
8,283
-296
547
$394K 0.02%
11,990
+2,213
548
$393K 0.02%
5,182
+74
549
$391K 0.02%
7,504
-1,096
550
$390K 0.02%
22,503
-16,607
20 21
22
23 24