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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$273K 0.02%
+2,612
627
$272K 0.02%
21,300
+500
628
$272K 0.02%
7,071
+176
629
$272K 0.02%
+4,083
630
$272K 0.02%
9,800
631
$271K 0.02%
6,548
+1,367
632
$270K 0.02%
2,115
+46
633
$269K 0.02%
5,583
+925
634
$267K 0.02%
2,943
+748
635
$267K 0.02%
+13,540
636
$267K 0.02%
9,179
-138
637
$266K 0.02%
1,201
+229
638
$266K 0.02%
27,151
+2,778
639
$266K 0.02%
27,162
+2,568
640
$264K 0.02%
6,280
-730
641
$264K 0.02%
5,764
-346
642
$264K 0.02%
6,082
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643
$263K 0.02%
+7,817
644
$263K 0.02%
14,144
-1,159
645
$263K 0.02%
4,880
-1,864
646
$263K 0.02%
4,920
+254
647
$260K 0.02%
+4,605
648
$260K 0.02%
4,367
+416
649
$259K 0.02%
+2,582
650
$259K 0.02%
+5,350
24 25
26
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