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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$821K 0.02%
3,731
-1,019
677
$813K 0.02%
10,139
+48
678
$811K 0.02%
5,843
+39
679
$810K 0.02%
1,260
+3
680
$810K 0.02%
23,170
+13,269
681
$808K 0.02%
47,012
682
$805K 0.02%
8,608
-8,922
683
$804K 0.02%
30,729
+3,226
684
$802K 0.02%
12,771
-335
685
$799K 0.02%
+9,321
686
$799K 0.02%
16,302
-1,719
687
$799K 0.02%
18,098
+70
688
$794K 0.02%
23,865
+14,385
689
$789K 0.02%
3,455
+24
690
$789K 0.02%
15,257
-229
691
$789K 0.02%
5,624
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692
$789K 0.02%
26,353
-7,650
693
$788K 0.02%
44,443
+1
694
$788K 0.02%
9,713
+523
695
$788K 0.02%
27,185
-526
696
$780K 0.02%
+14,480
697
$779K 0.02%
13,321
-7,467
698
$777K 0.02%
48,251
+1,583
699
$770K 0.02%
+29,727
700
$769K 0.02%
9,517
+370
26 27
28
29 30