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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.61M 0.42%
141,200
+3,540
52
$5.47M 0.41%
98,257
+9,670
53
$5.36M 0.4%
51,463
+401
54
$5.2M 0.39%
130,626
+7,529
55
$5M 0.38%
111,772
+1,124
56
$4.98M 0.38%
66,410
+750
57
$4.96M 0.37%
57,969
+3,801
58
$4.89M 0.37%
64,691
+24,583
59
$4.88M 0.37%
32,675
+505
60
$4.81M 0.36%
116,574
+8,254
61
$4.78M 0.36%
46,423
+1,253
62
$4.75M 0.36%
104,352
+8,680
63
$4.72M 0.36%
88,407
-1,002
64
$4.56M 0.34%
23,051
+8,039
65
$4.47M 0.34%
95,364
-3,949
66
$4.46M 0.34%
77,090
-3,411
67
$4.36M 0.33%
49,206
+20,868
68
$4.29M 0.32%
152,932
+57,349
69
$4.28M 0.32%
69,138
+711
70
$4.28M 0.32%
117,734
+4,261
71
$4.21M 0.32%
58,820
+5,826
72
$4.04M 0.3%
174,918
-27,771
73
$3.94M 0.3%
110,287
+10,432
74
$3.94M 0.3%
45,669
+286
75
$3.92M 0.3%
146,922
+44,336
1 2
3
4 5