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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.93M 0.39%
66,600
+30,025
52
$7.87M 0.39%
71,170
+30,165
53
$7.82M 0.38%
22,600
+4,876
54
$7.79M 0.38%
69,078
+5,576
55
$7.75M 0.38%
250,963
+102,241
56
$7.73M 0.38%
51,392
+4,614
57
$7.69M 0.38%
144,606
+12,027
58
$7.66M 0.38%
46,648
+18,402
59
$7.6M 0.37%
20,434
+5,549
60
$7.25M 0.36%
59,424
+2,496
61
$7.16M 0.35%
232,823
+92,321
62
$7.07M 0.35%
85,250
+11,260
63
$6.93M 0.34%
123,289
+1,576
64
$6.75M 0.33%
165,081
+23,247
65
$6.72M 0.33%
243,401
+53,629
66
$6.68M 0.33%
114,772
-39,324
67
$6.62M 0.32%
181,590
+14,393
68
$6.48M 0.32%
107,498
+33,701
69
$6.44M 0.32%
196,433
+38,309
70
$6.42M 0.31%
280,823
-7,423
71
$6.42M 0.31%
123,936
-6,018
72
$6.41M 0.31%
107,060
+22,960
73
$6.3M 0.31%
58,483
+14,107
74
$6.23M 0.31%
38,054
+8,204
75
$6.16M 0.3%
278,249
+2,676
1 2
3
4 5