CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$5.75M
3 +$4.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.67M
5
BP icon
BP
BP
+$3.6M

Top Sells

1 +$7.23M
2 +$5.64M
3 +$5.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.48M
5
APU
AmeriGas Partners, L.P.
APU
+$4.01M

Sector Composition

1 Energy 6.93%
2 Healthcare 5.16%
3 Technology 5.05%
4 Financials 4.68%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-11,294
702
-80,348
703
-6,841
704
-5,483
705
-10,228
706
-5,688
707
-13,260
708
-207,318
709
-12,007
710
-13,200
711
-11,782
712
-39,662
713
-10,533
714
-15,485
715
-5,195
716
-2,099
717
-4,760
718
-7,650
719
-252,160
720
-216,755
721
-4,259
722
-10,970
723
-4,935
724
-9,443
725
-2,382