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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$445K 0.02%
+8,354
527
$444K 0.02%
15,861
+59
528
$443K 0.02%
8,731
+1,043
529
$443K 0.02%
67,505
530
$441K 0.02%
9,612
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531
$440K 0.02%
6,874
-1,986
532
$436K 0.02%
+14,664
533
$436K 0.02%
7,486
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534
$434K 0.02%
9,217
-393
535
$433K 0.02%
7,318
+374
536
$431K 0.02%
7,221
-572
537
$431K 0.02%
+29,201
538
$429K 0.02%
12,957
+1,457
539
$424K 0.02%
5,909
-741
540
$423K 0.02%
16,963
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541
$423K 0.02%
38,500
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542
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543
$421K 0.02%
16,465
-590
544
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12,098
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545
$419K 0.02%
20,597
546
$418K 0.02%
12,804
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547
$417K 0.02%
8,627
-63
548
$416K 0.02%
13,841
-40,493
549
$415K 0.02%
21,804
+3,728
550
$414K 0.02%
23,196
+563
20 21
22
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