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
651
$129K 0.01%
11,293
652
$129K 0.01%
11,000
653
$122K 0.01%
11,533
-45,430
654
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-1,400
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127,250
656
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24,025
657
$113K 0.01%
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658
$112K 0.01%
12,366
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659
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16,300
660
$100K 0.01%
2,605
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661
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10,000
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662
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663
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667
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670
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672
$59K 0.01%
11,165
-1,000
673
$56K 0.01%
15,800
674
$49K ﹤0.01%
10,000
675
$44K ﹤0.01%
12,281
-6,594
25 26
27
28 29