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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.24M 0.03%
13,398
+1,089
527
$1.24M 0.03%
7,343
+3,046
528
$1.23M 0.02%
20,972
-2,633
529
$1.23M 0.02%
20,267
+6,794
530
$1.23M 0.02%
7,841
-591
531
$1.21M 0.02%
19,757
-4,677
532
$1.21M 0.02%
1,923
-45
533
$1.21M 0.02%
4,775
-20,432
534
$1.2M 0.02%
12,459
+68
535
$1.2M 0.02%
76,008
+26,555
536
$1.2M 0.02%
33,881
-5,422
537
$1.19M 0.02%
43,086
-7,724
538
$1.18M 0.02%
4,643
-333
539
$1.18M 0.02%
8,843
-18,476
540
$1.17M 0.02%
9,063
-1,545
541
$1.17M 0.02%
11,953
-1,913
542
$1.17M 0.02%
21,695
+10,270
543
$1.17M 0.02%
26,819
-1,966
544
$1.17M 0.02%
24,750
-1,770
545
$1.16M 0.02%
13,080
+462
546
$1.16M 0.02%
3,714
+649
547
$1.16M 0.02%
16,017
-1,459
548
$1.16M 0.02%
18,443
-3,991
549
$1.16M 0.02%
28,109
-2,258
550
$1.16M 0.02%
45,104
+9,296
20 21
22
23 24