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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$254K 0.02%
+5,287
552
$254K 0.02%
2,682
+174
553
$254K 0.02%
2,176
+86
554
$254K 0.02%
4,538
+723
555
$252K 0.02%
19,657
+1,242
556
$251K 0.02%
3,312
-1,622
557
$249K 0.02%
1,273
-477
558
$249K 0.02%
10,158
559
$249K 0.02%
9,292
560
$248K 0.02%
9,133
-242
561
$247K 0.02%
5,684
+246
562
$247K 0.02%
3,808
-78
563
$247K 0.02%
+12,350
564
$245K 0.02%
+4,849
565
$245K 0.02%
6,120
-77
566
$243K 0.02%
12,832
-4,179
567
$243K 0.02%
1,918
-24,073
568
$242K 0.02%
+3,852
569
$242K 0.02%
+8,634
570
$241K 0.02%
+8,288
571
$238K 0.02%
4,702
-1,546
572
$238K 0.02%
4,004
-1,200
573
$238K 0.02%
2,327
+74
574
$238K 0.02%
24,539
-21,944
575
$237K 0.02%
4,185
+65
21 22
23
24 25