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
701
$766K 0.02%
14,828
+106
702
$766K 0.02%
11,489
+1,063
703
$765K 0.02%
6,362
-301
704
$764K 0.02%
8,271
-2,037
705
$764K 0.02%
12,490
-8,934
706
$760K 0.02%
21,750
-21,450
707
$758K 0.02%
5,435
+122
708
$757K 0.02%
20,596
-800
709
$756K 0.02%
2,042
-144
710
$756K 0.02%
15,297
-214
711
$756K 0.02%
+2,337
712
$755K 0.02%
+2,543
713
$753K 0.02%
23,097
-12,581
714
$753K 0.02%
4,812
-602
715
$743K 0.02%
11,100
-41
716
$743K 0.02%
15,102
-812
717
$742K 0.02%
16,411
+132
718
$740K 0.02%
6,553
-778
719
$739K 0.02%
3,388
-245
720
$739K 0.02%
21,924
-291
721
$737K 0.01%
3,811
-325
722
$736K 0.01%
546
+3
723
$735K 0.01%
10,485
-586
724
$731K 0.01%
16,597
+5,230
725
$730K 0.01%
31,350
27 28
29
30 31