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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$519K 0.03%
11,848
+100
552
$512K 0.03%
13,530
-354
553
$509K 0.02%
69,705
+2,171
554
$507K 0.02%
3,363
-25,779
555
$506K 0.02%
9,129
-3,640
556
$504K 0.02%
7,946
+3,572
557
$504K 0.02%
4,188
+487
558
$504K 0.02%
23,600
+1,000
559
$502K 0.02%
11,400
-797
560
$502K 0.02%
8,195
+2,635
561
$502K 0.02%
8,826
-1,060
562
$501K 0.02%
+1,030
563
$501K 0.02%
19,561
+6,728
564
$498K 0.02%
3,394
+240
565
$498K 0.02%
45,605
+2,421
566
$497K 0.02%
6,213
+700
567
$496K 0.02%
15,239
+2,739
568
$495K 0.02%
8,579
+702
569
$494K 0.02%
9,237
+3,367
570
$492K 0.02%
17,335
-31,280
571
$491K 0.02%
12,702
-1,083
572
$491K 0.02%
14,281
-39,906
573
$491K 0.02%
32,330
-4,390
574
$489K 0.02%
18,069
+1,492
575
$488K 0.02%
11,622
-13,183
21 22
23
24 25