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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$365K 0.02%
11,400
552
$362K 0.02%
5,397
-761
553
$361K 0.02%
40,490
554
$356K 0.02%
+10,383
555
$353K 0.02%
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-75
556
$351K 0.02%
2,499
+757
557
$350K 0.02%
11,615
-1,201
558
$350K 0.02%
9,222
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559
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3,859
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560
$348K 0.02%
+19,080
561
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+7,412
562
$345K 0.02%
812
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563
$345K 0.02%
6,418
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564
$344K 0.02%
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565
$342K 0.02%
4,649
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566
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$335K 0.02%
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570
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19,125
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571
$331K 0.02%
5,372
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572
$330K 0.02%
6,467
-338
573
$325K 0.02%
1,261
+79
574
$319K 0.02%
2,422
+13
575
$319K 0.02%
6,251
+1,039
21 22
23
24 25