CA
Cetera Advisors Portfolio holdings
AUM
$12.7B
1-Year Return
22.72%
This Quarter Return
+2.77%
1 Year Return
+22.72%
3 Year Return
+27.6%
5 Year Return
+84.56%
10 Year Return
+155.16%
AUM
$1.3B
AUM Growth
+$16.7M
(+1.3%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
21.98%
Holding
846
New
74
Increased
287
Reduced
342
Closed
80
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.94M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.76M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.11M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.67M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.02M |
Top Sells
Sector Composition
| 1 | Technology | 4.56% |
| 2 | Energy | 4.04% |
| 3 | Financials | 3.75% |
| 4 | Industrials | 3.72% |
| 5 | Healthcare | 3.39% |
