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
$891M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.48M
3
+$6.32M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$5.82M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.5M

Top Sells

1
+$5.18M
2
+$2.13M
3
+$1.83M
4
GM.WS.A
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2016)
GM.WS.A
+$1.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.24M

Sector Composition

1 Energy 6.37%
2 Real Estate 5.38%
3 Technology 5.08%
4 Industrials 4.1%
5 Financials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
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