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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.15M 0.02%
11,964
-356
552
$1.15M 0.02%
20,474
+24
553
$1.15M 0.02%
33,214
-8,594
554
$1.15M 0.02%
5,216
-12,737
555
$1.13M 0.02%
21,696
+17,499
556
$1.13M 0.02%
30,019
-8,938
557
$1.11M 0.02%
12,155
-8,706
558
$1.11M 0.02%
22,957
+334
559
$1.11M 0.02%
34,807
-7,914
560
$1.11M 0.02%
17,901
+7,603
561
$1.1M 0.02%
31,869
+20,864
562
$1.1M 0.02%
12,654
-906
563
$1.1M 0.02%
21,282
-2,742
564
$1.1M 0.02%
4,383
-1,573
565
$1.1M 0.02%
19,549
-53,726
566
$1.1M 0.02%
3,601
-159
567
$1.1M 0.02%
6,794
+611
568
$1.09M 0.02%
6,192
-1,453
569
$1.09M 0.02%
12,316
-598
570
$1.08M 0.02%
31,920
-12,535
571
$1.08M 0.02%
49,393
+3,271
572
$1.08M 0.02%
52,919
+18,494
573
$1.08M 0.02%
40,833
-2,175
574
$1.07M 0.02%
14,022
+9,807
575
$1.07M 0.02%
+2,797
21 22
23
24 25