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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$262K 0.02%
1,853
+396
552
$261K 0.02%
5,521
+27
553
$261K 0.02%
4,402
-73
554
$259K 0.02%
+5,199
555
$259K 0.02%
10,800
+100
556
$258K 0.02%
+2,164
557
$258K 0.02%
4,410
-504
558
$256K 0.02%
2,971
+221
559
$255K 0.02%
+3,301
560
$255K 0.02%
9,434
-84
561
$255K 0.02%
26,994
-1,299
562
$254K 0.02%
2,069
563
$253K 0.02%
13,749
-22,225
564
$251K 0.02%
15,300
565
$246K 0.02%
1,505
+63
566
$246K 0.02%
+5,026
567
$245K 0.02%
5,011
568
$245K 0.02%
4,105
+154
569
$244K 0.02%
+2,759
570
$244K 0.02%
8,777
571
$244K 0.02%
+20,912
572
$243K 0.02%
4,845
-409
573
$241K 0.02%
12,704
+75
574
$241K 0.02%
24,068
+319
575
$241K 0.02%
12,604
-8,075
21 22
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