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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$286K 0.01%
7,424
-4,743
652
$285K 0.01%
7,125
-1,110
653
$285K 0.01%
15,608
-573
654
$283K 0.01%
7,154
-304
655
$283K 0.01%
+2,526
656
$281K 0.01%
+22,092
657
$280K 0.01%
9,723
-464
658
$280K 0.01%
+21,169
659
$279K 0.01%
+1,744
660
$278K 0.01%
7,047
-390
661
$278K 0.01%
10,777
-1,650
662
$277K 0.01%
+1,638
663
$276K 0.01%
14,000
+400
664
$275K 0.01%
15,823
+4,679
665
$275K 0.01%
4,392
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666
$275K 0.01%
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– –
0
668
$273K 0.01%
27,051
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669
$273K 0.01%
9,918
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670
$270K 0.01%
5,029
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671
$269K 0.01%
20,493
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672
$269K 0.01%
5,800
-169
673
$267K 0.01%
3,499
-27
674
$267K 0.01%
9,099
-1,249
675
$264K 0.01%
16,717
-300
25 26
27
28 29