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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$241K 0.02%
+955
577
$241K 0.02%
10,117
-4,870
578
$240K 0.02%
+6,986
579
$240K 0.02%
3,042
-2,925
580
$240K 0.02%
5,179
581
$239K 0.02%
24,450
582
$239K 0.02%
+3,728
583
$239K 0.02%
2,383
-1,365
584
$238K 0.02%
+5,949
585
$237K 0.02%
2,399
-986
586
$235K 0.02%
5,389
-875
587
$233K 0.02%
+1,749
588
$233K 0.02%
+14,980
589
$233K 0.02%
4,610
-3
590
$232K 0.02%
2,759
-690
591
$231K 0.02%
8,600
-15,088
592
$230K 0.02%
13,961
+722
593
$228K 0.02%
+5,774
594
$227K 0.02%
5,413
-326
595
$225K 0.02%
3,726
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596
$225K 0.02%
3,271
-4,833
597
$225K 0.02%
+20,524
598
$224K 0.02%
18,642
-2,526
599
$224K 0.02%
3,727
-58
600
$224K 0.02%
6,455
-1,653
22 23
24
25 26