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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$232K 0.02%
9,138
-1,601
602
$231K 0.02%
+1,264
603
$230K 0.02%
+1,874
604
$229K 0.02%
5,198
-5,000
605
$228K 0.02%
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606
$228K 0.02%
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607
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+28,152
608
$228K 0.02%
79
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609
$227K 0.02%
16,702
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610
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29,495
-17,900
611
$226K 0.02%
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612
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613
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614
$225K 0.02%
4,425
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615
$224K 0.02%
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616
$221K 0.02%
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617
$221K 0.02%
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$219K 0.02%
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619
$216K 0.02%
12,671
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620
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11,167
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621
$213K 0.02%
+4,475
622
$213K 0.02%
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623
$211K 0.02%
+1,413
624
$210K 0.02%
+3,893
625
$208K 0.02%
23,946
-5,427