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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$513K 0.02%
+11,193
527
$512K 0.02%
8,405
-24,457
528
$511K 0.02%
66,127
+480
529
$506K 0.02%
+8,896
530
$505K 0.02%
809
-630
531
$502K 0.02%
+5,895
532
$501K 0.02%
23,487
-285
533
$499K 0.02%
30,374
+18,396
534
$494K 0.02%
13,584
-918
535
$493K 0.02%
+5,920
536
$491K 0.02%
5,470
+1,966
537
$490K 0.02%
+13,405
538
$487K 0.02%
8,250
+828
539
$486K 0.02%
23,640
-2,262
540
$485K 0.02%
4,546
+1,265
541
$485K 0.02%
12,698
-27,670
542
$481K 0.02%
+17,965
543
$481K 0.02%
18,648
+288
544
$478K 0.02%
1,977
+309
545
$478K 0.02%
4,696
-1,662
546
$477K 0.02%
3,550
+158
547
$477K 0.02%
7,934
-1,380
548
$476K 0.02%
22,193
-834
549
$473K 0.02%
5,167
+390
550
$470K 0.02%
2,911
+1,133
20 21
22
23 24