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
651
$257K 0.02%
2,974
+375
652
$257K 0.02%
+13,662
653
$257K 0.02%
5,636
-187
654
$257K 0.02%
+5,373
655
$257K 0.02%
2,109
+180
656
$256K 0.02%
2,686
+9
657
$254K 0.02%
2,812
+288
658
$254K 0.02%
+5,823
659
$254K 0.02%
+4,767
660
$250K 0.02%
2,088
+32
661
$248K 0.02%
4,635
-381
662
$248K 0.02%
13,767
+2,767
663
$247K 0.02%
3,580
+3
664
$247K 0.02%
2,786
+285
665
$246K 0.02%
24,450
666
$246K 0.02%
4,113
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667
$245K 0.02%
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668
$243K 0.02%
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-45
669
$242K 0.02%
1,938
670
$241K 0.02%
4,066
-36
671
$241K 0.02%
18,660
+760
672
$241K 0.02%
9,054
+1,000
673
$241K 0.02%
5,146
-497
674
$241K 0.02%
14,500
675
$240K 0.02%
2,670
25 26
27
28 29