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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.56M 0.02%
53,687
-2,038
552
$1.56M 0.02%
41,286
-5,075
553
$1.55M 0.02%
56,536
+4,253
554
$1.55M 0.02%
7,531
+972
555
$1.54M 0.02%
45,252
-5,338
556
$1.54M 0.02%
53,374
+7,274
557
$1.53M 0.02%
24,264
+2,394
558
$1.53M 0.02%
76,465
+10,563
559
$1.53M 0.02%
16,743
+469
560
$1.53M 0.02%
69,638
+1,528
561
$1.52M 0.02%
66,691
+135
562
$1.51M 0.02%
16,521
-2,946
563
$1.51M 0.02%
35,220
+2,292
564
$1.51M 0.02%
36,890
+1,258
565
$1.51M 0.02%
66,370
-988
566
$1.5M 0.02%
33,975
-26,450
567
$1.49M 0.02%
51,079
+880
568
$1.49M 0.02%
56,433
+1,276
569
$1.49M 0.02%
6,467
+693
570
$1.49M 0.02%
23,828
+877
571
$1.48M 0.02%
76,422
+12,037
572
$1.47M 0.02%
15,667
-61
573
$1.47M 0.02%
20,561
+3,251
574
$1.47M 0.02%
55,485
+3,100
575
$1.46M 0.02%
15,526
+156
21 22
23
24 25