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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$240K 0.02%
10,285
+3,190
677
$239K 0.02%
+9,825
678
$239K 0.02%
+9,610
679
$239K 0.02%
9,174
-3,500
680
$236K 0.01%
+1,899
681
$234K 0.01%
2,152
-13
682
$234K 0.01%
24,073
-2,437
683
$233K 0.01%
+2,219
684
$232K 0.01%
5,186
685
$231K 0.01%
3,535
+333
686
$231K 0.01%
+14,349
687
$230K 0.01%
7,637
-519
688
$230K 0.01%
+22,747
689
$230K 0.01%
14,464
+384
690
$230K 0.01%
+11,102
691
$226K 0.01%
15,708
692
$224K 0.01%
+23,141
693
$223K 0.01%
2,168
-120
694
$221K 0.01%
+6,784
695
$221K 0.01%
+4,836
696
$220K 0.01%
8,102
-6,537
697
$220K 0.01%
3,665
+393
698
$219K 0.01%
3,312
+1
699
$219K 0.01%
4,239
-3,110
700
$219K 0.01%
12,000
26 27
28
29 30