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
601
$455K 0.02%
2,823
-575
602
$454K 0.02%
4,110
+213
603
$451K 0.02%
6,716
+560
604
$450K 0.02%
15,345
+2,246
605
$450K 0.02%
34,500
+7,500
606
$448K 0.02%
3,802
+661
607
$445K 0.02%
4,510
-28
608
$444K 0.02%
19,072
-1,120
609
$444K 0.02%
11,095
+3,585
610
$439K 0.02%
+10,059
611
$438K 0.02%
+219
612
$438K 0.02%
8,526
+1,377
613
$438K 0.02%
24,084
+7,891
614
$437K 0.02%
5,488
+814
615
$436K 0.02%
13,514
+7,000
616
$436K 0.02%
9,278
-1,217
617
$435K 0.02%
9,418
-3,627
618
$433K 0.02%
8,257
+1,310
619
$432K 0.02%
7,295
+1,646
620
$431K 0.02%
8,806
-4,238
621
$427K 0.02%
2,253
-3,666
622
$426K 0.02%
5,322
+1,905
623
$424K 0.02%
10,157
-284
624
$423K 0.02%
13,145
+2,083
625
$422K 0.02%
7,979
+1,497
23 24
25
26 27