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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.82M 0.38%
65,611
+38,394
52
$8.52M 0.36%
58,954
+3,356
53
$8.47M 0.36%
244,452
+24,755
54
$8.14M 0.35%
160,475
+102,448
55
$8.04M 0.34%
65,930
-29,085
56
$7.89M 0.34%
255,986
+27,985
57
$7.68M 0.33%
37,142
-1,239
58
$7.64M 0.33%
660,661
+101,493
59
$7.56M 0.32%
107,000
+6,400
60
$7.54M 0.32%
269,395
-101,721
61
$7.53M 0.32%
+142,726
62
$7.5M 0.32%
20,552
-575
63
$7.43M 0.32%
32,728
+5,847
64
$7.2M 0.31%
161,101
+6,711
65
$7.13M 0.3%
33,069
-3,099
66
$7.13M 0.3%
88,317
-16,287
67
$7.07M 0.3%
79,175
+7,748
68
$6.9M 0.29%
43,905
-145
69
$6.88M 0.29%
48,052
+4,669
70
$6.83M 0.29%
86,704
+3,728
71
$6.8M 0.29%
51,418
+4,135
72
$6.5M 0.28%
33,739
+1,454
73
$6.49M 0.28%
35,421
-8,209
74
$6.46M 0.28%
49,328
+6,229
75
$6.45M 0.28%
277,116
+4,404
1 2
3
4 5