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
651
$346K 0.01%
1,051
+15
652
$346K 0.01%
9,207
-711
653
$345K 0.01%
19,765
654
$344K 0.01%
11,683
655
$344K 0.01%
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-410
656
$343K 0.01%
67,082
-5,300
657
$339K 0.01%
10,315
-7,256
658
$338K 0.01%
1,759
-310
659
$337K 0.01%
+23,018
660
$337K 0.01%
16,754
-16
661
$337K 0.01%
+1,735
662
$336K 0.01%
2,723
-25
663
$335K 0.01%
6,705
+750
664
$335K 0.01%
12,270
+70
665
$334K 0.01%
+16,077
666
$332K 0.01%
+1,390
667
$332K 0.01%
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668
$332K 0.01%
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669
$331K 0.01%
7,365
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670
$331K 0.01%
1,069
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671
$331K 0.01%
117,019
+77,602
672
$330K 0.01%
5,964
+23
673
$330K 0.01%
+13,106
674
$329K 0.01%
2,599
-935
675
$329K 0.01%
5,514
-117,508
25 26
27
28 29