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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.06M 0.02%
6,109
-1,039
577
$1.06M 0.02%
22,232
+4,459
578
$1.06M 0.02%
16,749
+1,123
579
$1.06M 0.02%
35,177
-3,370
580
$1.06M 0.02%
7,378
+346
581
$1.05M 0.02%
40,675
-2,633
582
$1.05M 0.02%
10,465
+2,157
583
$1.05M 0.02%
28,256
+157
584
$1.05M 0.02%
80,194
+6,161
585
$1.05M 0.02%
+9,048
586
$1.05M 0.02%
20,205
-5,528
587
$1.05M 0.02%
2,970
-538
588
$1.04M 0.02%
2,835
-1,554
589
$1.04M 0.02%
17,023
-2,407
590
$1.04M 0.02%
4,733
+102
591
$1.03M 0.02%
+33,358
592
$1.03M 0.02%
18,988
+243
593
$1.02M 0.02%
11,443
-783
594
$1.02M 0.02%
9,427
-100
595
$1.02M 0.02%
13,243
-14,735
596
$1.01M 0.02%
40,395
-1,250
597
$1.01M 0.02%
481
-50
598
$1.01M 0.02%
16,389
-11,175
599
$1M 0.02%
10,331
-1,485
600
$1M 0.02%
28,032
+1,713
22 23
24
25 26