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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$237K 0.02%
1,745
-1,054
577
$237K 0.02%
10,947
-796
578
$236K 0.02%
+4,818
579
$235K 0.02%
3,106
-1,125
580
$235K 0.02%
+24,638
581
$234K 0.02%
16,805
+1,400
582
$234K 0.02%
+6,752
583
$233K 0.02%
+5,253
584
$232K 0.02%
4,102
-184
585
$231K 0.02%
22,943
+184
586
$231K 0.02%
10,000
587
$230K 0.02%
+16,167
588
$229K 0.02%
+5,489
589
$229K 0.02%
+4,530
590
$229K 0.02%
+8,821
591
$228K 0.02%
+4,990
592
$228K 0.02%
4,621
+59
593
$227K 0.02%
4,302
-3,438
594
$227K 0.02%
8,910
595
$227K 0.02%
14,034
-966
596
$226K 0.02%
6,811
+858
597
$225K 0.02%
8,300
598
$224K 0.02%
+11,694
599
$223K 0.02%
+15,575
600
$222K 0.02%
+3,473
22 23
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