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
626
$419K 0.02%
17,635
-2,436
627
$418K 0.02%
14,530
+2,079
628
$415K 0.02%
4,424
+664
629
$413K 0.02%
5,866
+1,571
630
$409K 0.02%
22,056
+878
631
$408K 0.02%
13,623
-28,571
632
$404K 0.02%
20,597
-2,440
633
$404K 0.02%
16,012
+2,888
634
$402K 0.02%
22,464
+10,825
635
$402K 0.02%
+27,639
636
$400K 0.02%
42,775
-7,900
637
$399K 0.02%
19,618
+7,923
638
$399K 0.02%
24,823
+1,327
639
$399K 0.02%
4,650
+702
640
$398K 0.02%
+6,170
641
$397K 0.02%
5,675
-326
642
$393K 0.02%
11,589
-305
643
$390K 0.02%
+7,636
644
$389K 0.02%
5,003
-12,894
645
$389K 0.02%
9,129
+264
646
$388K 0.02%
3,716
+1,776
647
$385K 0.02%
7,565
+2,584
648
$384K 0.02%
27,480
-2,108
649
$384K 0.02%
18,144
+289
650
$383K 0.02%
2,890
-280
24 25
26
27 28