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
626
$206K 0.02%
+12,982
627
$205K 0.02%
13,044
+1,658
628
$203K 0.02%
+3,271
629
$202K 0.02%
10,732
-2,197
630
$202K 0.02%
+4,695
631
$201K 0.02%
6,519
-1,990
632
$201K 0.02%
+4,015
633
$200K 0.02%
+2,311
634
$200K 0.02%
+6,000
635
$185K 0.02%
16,277
-11
636
$181K 0.02%
2,129
+66
637
$176K 0.02%
15,006
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638
$173K 0.02%
7,895
-1,667
639
$172K 0.02%
799
-23,442
640
$171K 0.02%
11,272
641
$170K 0.02%
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642
$167K 0.02%
15,120
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643
$164K 0.02%
5,208
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644
$160K 0.01%
+10,450
645
$154K 0.01%
+10,613
646
$135K 0.01%
14,600
+900
647
$135K 0.01%
81,775
+2,000
648
$133K 0.01%
+10,630
649
$131K 0.01%
27,266
650
$131K 0.01%
15,729
-610
24 25
26
27 28