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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$246K 0.01%
+2,678
702
$246K 0.01%
1,980
-101
703
$246K 0.01%
+7,604
704
$246K 0.01%
31,058
-4,653
705
$244K 0.01%
6,476
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706
$244K 0.01%
+4,409
707
$244K 0.01%
3,228
-184
708
$244K 0.01%
5,145
-3,814
709
$243K 0.01%
+8,467
710
$241K 0.01%
33,381
-867
711
$239K 0.01%
+18,325
712
$238K 0.01%
+18,448
713
$237K 0.01%
7,698
+4
714
$236K 0.01%
15,700
-2,052
715
$236K 0.01%
3,372
-175
716
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+6,269
717
$235K 0.01%
6,472
718
$235K 0.01%
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719
$234K 0.01%
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720
$234K 0.01%
7,571
+191
721
$234K 0.01%
+4,545
722
$234K 0.01%
3,946
-738
723
$233K 0.01%
+4,358
724
$233K 0.01%
4,623
725
$232K 0.01%
2,904
-13
27 28
29
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