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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$351K 0.02%
3,415
+693
677
$350K 0.02%
4,273
+297
678
$350K 0.02%
30,126
+10,182
679
$349K 0.02%
+3,220
680
$349K 0.02%
8,802
-2,241
681
$348K 0.02%
+8,977
682
$346K 0.02%
+4,863
683
$344K 0.02%
27,015
+3,130
684
$344K 0.02%
5,071
-1,295
685
$344K 0.02%
+33,345
686
$341K 0.02%
12,045
+4,191
687
$338K 0.02%
10,063
+1,000
688
$338K 0.02%
18,643
+5,308
689
$337K 0.02%
11,019
-15,405
690
$336K 0.02%
5,018
-13,380
691
$336K 0.02%
6,741
+2,702
692
$336K 0.02%
13,942
+2,479
693
$335K 0.02%
9,777
-660
694
$334K 0.02%
2,516
+688
695
$334K 0.02%
+10,617
696
$330K 0.02%
+15,373
697
$328K 0.02%
3,252
+527
698
$325K 0.02%
+12,893
699
$323K 0.02%
6,930
-560
700
$322K 0.02%
8,096
+1,803
26 27
28
29 30