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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$286K 0.02%
6,184
-327
552
$286K 0.02%
+10,517
553
$286K 0.02%
+11,567
554
$285K 0.02%
3,768
-2,735
555
$285K 0.02%
+6,100
556
$284K 0.02%
8,340
-5,975
557
$284K 0.02%
+2,636
558
$283K 0.02%
833
-161
559
$282K 0.02%
6,819
-1,450
560
$282K 0.02%
10,040
+2,472
561
$281K 0.02%
2,141
+49
562
$279K 0.02%
10,652
-1,000
563
$278K 0.02%
+8,579
564
$278K 0.02%
7,296
+30
565
$274K 0.02%
4,968
+54
566
$273K 0.02%
9,826
+2,474
567
$272K 0.02%
+5,585
568
$269K 0.02%
9,292
-1,648
569
$269K 0.02%
4,800
-2,696
570
$269K 0.02%
7,854
+365
571
$267K 0.02%
+8,360
572
$267K 0.02%
+8,032
573
$266K 0.02%
+8,970
574
$264K 0.02%
4,313
-1,775
575
$263K 0.02%
14,205
-100