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
$2.66B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.8M
3
+$17.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$7.57M
2
+$6.79M
3
+$5.53M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.57M

Sector Composition

1 Technology 8.6%
2 Consumer Discretionary 4.44%
3 Financials 4.22%
4 Industrials 3.27%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$356K 0.01%
10,709
-10,905
677
$352K 0.01%
1,612
-122
678
$351K 0.01%
7,120
+1,206
679
$351K 0.01%
2,740
+17
680
$350K 0.01%
3,696
-122
681
$348K 0.01%
+4,595
682
$347K 0.01%
3,718
+246
683
$347K 0.01%
10,131
+2,917
684
$347K 0.01%
+3,116
685
$344K 0.01%
292
+76
686
$342K 0.01%
9,128
-490
687
$340K 0.01%
4,716
+1,525
688
$337K 0.01%
197
+16
689
$336K 0.01%
9,206
-2,345
690
$335K 0.01%
4,133
-137
691
$334K 0.01%
2,137
+394
692
$333K 0.01%
4,940
-652
693
$333K 0.01%
5,380
+545
694
$333K 0.01%
3,644
+1,013
695
$332K 0.01%
+6,443
696
$331K 0.01%
+1,550
697
$331K 0.01%
5,650
-691
698
$330K 0.01%
14,751
+1
699
$330K 0.01%
1,541
+130
700
$330K 0.01%
10,816
+3,151
26 27
28
29 30