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
651
$382K 0.02%
4,795
+322
652
$382K 0.02%
+952
653
$381K 0.02%
34,395
-4,758
654
$381K 0.02%
7,024
+2,058
655
$380K 0.02%
5,108
-1,031
656
$379K 0.02%
+2,892
657
$378K 0.02%
10,968
-1,647
658
$374K 0.02%
7,998
-6,992
659
$374K 0.02%
2,106
-219
660
$372K 0.02%
30,986
-9,900
661
$369K 0.02%
19,256
+3,072
662
$368K 0.02%
2,582
+730
663
$368K 0.02%
3,705
-105
664
$368K 0.02%
6,818
-56
665
$367K 0.02%
3,365
+160
666
$365K 0.02%
15,947
+4,230
667
$363K 0.02%
+751
668
$362K 0.02%
6,355
+96
669
$361K 0.02%
+8,285
670
$360K 0.02%
3,335
+725
671
$358K 0.02%
25,448
+3,647
672
$358K 0.02%
5,962
-778
673
$357K 0.02%
6,515
+2,631
674
$352K 0.02%
4,096
+161
675
$351K 0.02%
+13,914
25 26
27
28 29