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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$207K 0.02%
+5,509
627
$207K 0.02%
+8,680
628
$207K 0.02%
4,671
-613
629
$206K 0.02%
2,850
630
$206K 0.02%
5,370
-334
631
$205K 0.02%
4,151
-292
632
$205K 0.02%
+11,213
633
$205K 0.02%
5,367
-246
634
$205K 0.02%
+6,749
635
$204K 0.02%
7,873
-780
636
$204K 0.02%
22,900
637
$203K 0.02%
+4,773
638
$203K 0.02%
9,695
-51,282
639
$203K 0.02%
+6,000
640
$202K 0.02%
4,624
-6,576
641
$202K 0.02%
4,270
-30
642
$202K 0.02%
695
643
$201K 0.02%
530
-1,022
644
$201K 0.02%
+3,587
645
$201K 0.02%
14,156
-3,406
646
$199K 0.02%
10,736
-1,850
647
$195K 0.01%
+10,052
648
$195K 0.01%
13,596
+3,422
649
$195K 0.01%
19,120
+640
650
$195K 0.01%
11,250
-1,200
24 25
26
27 28