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
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.75M
3
+$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1
+$7.23M
2
+$5.64M
3
+$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$222K 0.02%
3,202
-667
602
$221K 0.02%
+2,532
603
$220K 0.02%
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604
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18,006
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605
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606
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607
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608
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609
$216K 0.02%
11,130
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610
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611
$215K 0.02%
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612
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613
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11,628
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614
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615
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616
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617
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84
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16,202
621
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4,896
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622
$210K 0.02%
2,210
623
$208K 0.02%
13,728
624
$207K 0.02%
3,626
+19
625
$207K 0.02%
+6,260
23 24
25
26 27