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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$488K 0.02%
1,476
+432
577
$486K 0.02%
32,535
+12,504
578
$485K 0.02%
13,971
+775
579
$479K 0.02%
+8,022
580
$478K 0.02%
9,252
+1,273
581
$477K 0.02%
30,531
+2,516
582
$476K 0.02%
12,004
+551
583
$476K 0.02%
2,936
+342
584
$476K 0.02%
+19,236
585
$475K 0.02%
278,558
+101,221
586
$473K 0.02%
6,734
+44
587
$471K 0.02%
3,004
+344
588
$469K 0.02%
6,085
-227
589
$468K 0.02%
4,373
+788
590
$466K 0.02%
+16,578
591
$466K 0.02%
6,372
+130
592
$464K 0.02%
11,829
+4,369
593
$463K 0.02%
4,154
-4,640
594
$463K 0.02%
11,494
+3,771
595
$462K 0.02%
+6,394
596
$461K 0.02%
6,723
+1,064
597
$459K 0.02%
+7,705
598
$458K 0.02%
31,640
+224
599
$455K 0.02%
+4,728
600
$455K 0.02%
2,530
-471
22 23
24
25 26