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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.83M
3
+$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1
+$2.99M
2
+$2.84M
3
+$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$262K 0.02%
1,749
+141
577
$261K 0.02%
+5,140
578
$260K 0.02%
+6,629
579
$259K 0.02%
16,035
-64,990
580
$259K 0.02%
5,072
+426
581
$256K 0.02%
22,900
+379
582
$254K 0.02%
12,675
+2,400
583
$252K 0.02%
25,177
-100
584
$252K 0.02%
+8,598
585
$249K 0.02%
+9,968
586
$249K 0.02%
4,150
-400
587
$248K 0.02%
7,677
+828
588
$248K 0.02%
8,575
+4
589
$247K 0.02%
12,836
+1,200
590
$247K 0.02%
+15,935
591
$245K 0.02%
28,766
-4,088
592
$243K 0.02%
14,396
-6,677
593
$242K 0.02%
789
-197
594
$241K 0.02%
2,188
595
$240K 0.02%
+3,350
596
$238K 0.02%
+10,155
597
$238K 0.02%
+3,489
598
$237K 0.02%
+10,444
599
$233K 0.02%
+5,945
600
$232K 0.02%
16,298
-14,040
22 23
24
25 26