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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$887K 0.02%
1,113
+77
652
$887K 0.02%
13,193
+134
653
$887K 0.02%
34,550
-2,134
654
$886K 0.02%
21,346
+11,490
655
$880K 0.02%
18,135
-1,036
656
$880K 0.02%
8,960
-23
657
$880K 0.02%
46,380
-14,268
658
$880K 0.02%
20,921
-18,650
659
$875K 0.02%
33,578
-384
660
$861K 0.02%
3,772
-968
661
$857K 0.02%
5,523
-2,414
662
$854K 0.02%
16,607
-83
663
$853K 0.02%
18,846
-1,582
664
$853K 0.02%
16,147
+4,321
665
$852K 0.02%
4,916
+85
666
$849K 0.02%
9,038
-8,697
667
$848K 0.02%
14,564
-5,393
668
$836K 0.02%
8,126
+1,232
669
$836K 0.02%
10,077
-2,411
670
$832K 0.02%
9,755
-6,095
671
$826K 0.02%
3,626
+190
672
$826K 0.02%
7,787
-6,962
673
$824K 0.02%
54,964
+9,996
674
$823K 0.02%
9,405
+1,201
675
$823K 0.02%
20,805
25 26
27
28 29