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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$374K 0.02%
8,658
-434
627
$372K 0.02%
5,592
-242
628
$371K 0.02%
+4,369
629
$371K 0.02%
9,656
-639
630
$371K 0.02%
4,645
-175
631
$369K 0.02%
8,550
-1,750
632
$366K 0.02%
3,052
-3,826
633
$363K 0.02%
6,341
-3,049
634
$363K 0.02%
4,782
+92
635
$362K 0.02%
+5,993
636
$362K 0.02%
6,657
+720
637
$359K 0.02%
11,551
-1,091
638
$358K 0.02%
5,450
+750
639
$357K 0.02%
+1,205
640
$357K 0.02%
25,451
+2,713
641
$357K 0.02%
6,510
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642
$356K 0.02%
9,971
-7,538
643
$352K 0.02%
+9,416
644
$352K 0.02%
7,006
+2,004
645
$350K 0.01%
+3,293
646
$350K 0.01%
8,442
+101
647
$350K 0.01%
14,750
-2,545
648
$348K 0.01%
33,238
-2,551
649
$348K 0.01%
7,199
-203
650
$347K 0.01%
+10,806
24 25
26
27 28