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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$92K 0.01%
580
+45
677
$88K 0.01%
11,400
678
$84K 0.01%
14,500
679
$84K 0.01%
12,839
-2,400
680
$77K 0.01%
+3,591
681
$75K 0.01%
+17,820
682
$74K 0.01%
28,607
-4,269
683
$73K 0.01%
1,486
684
$72K 0.01%
10,000
685
$69K 0.01%
12,246
-565
686
$67K 0.01%
72
-2
687
$67K 0.01%
227,570
+120,195
688
$63K 0.01%
1,599
689
$61K 0.01%
23,150
-2,500
690
$60K 0.01%
+11,250
691
$58K ﹤0.01%
98
-10
692
$53K ﹤0.01%
1,931
+67
693
$48K ﹤0.01%
+16,248
694
$48K ﹤0.01%
63,992
-1,140
695
$47K ﹤0.01%
94,020
696
$32K ﹤0.01%
18,468
697
$26K ﹤0.01%
660
-38
698
$26K ﹤0.01%
32,187
-75
699
$16K ﹤0.01%
104
700
$13K ﹤0.01%
2,010
-200