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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.43%
32,219
-1,780
52
$2.81M 0.41%
68,097
+4,561
53
$2.78M 0.41%
31,607
+9,405
54
$2.76M 0.41%
59,392
+4,149
55
$2.65M 0.39%
22,331
+4,080
56
$2.65M 0.39%
132,395
+16,650
57
$2.64M 0.39%
28,943
-739
58
$2.54M 0.38%
64,951
+13,707
59
$2.44M 0.36%
55,480
+4,298
60
$2.43M 0.36%
41,322
+12,161
61
$2.42M 0.36%
17,724
+2,853
62
$2.42M 0.36%
28,548
+1,979
63
$2.38M 0.35%
64,687
+984
64
$2.38M 0.35%
81,994
+9,932
65
$2.36M 0.35%
46,571
+4,807
66
$2.32M 0.34%
56,098
+11,149
67
$2.31M 0.34%
51,568
+3,104
68
$2.27M 0.34%
34,886
-818
69
$2.27M 0.34%
20,621
+14,703
70
$2.24M 0.33%
54,736
+4,179
71
$2.23M 0.33%
59,806
+2,628
72
$2.23M 0.33%
89,883
+5,549
73
$2.23M 0.33%
19,119
-5,370
74
$2.22M 0.33%
54,420
+1,157
75
$2.2M 0.33%
41,423
+2,741
1 2
3
4 5