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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$207K 0.01%
3,422
-1,413
727
$207K 0.01%
1,881
+23
728
$207K 0.01%
+4,701
729
$207K 0.01%
+5,411
730
$206K 0.01%
8,938
-1,002
731
$206K 0.01%
+7,220
732
$206K 0.01%
32,045
-2,077
733
$206K 0.01%
+156
734
$206K 0.01%
1,290
+50
735
$205K 0.01%
9,977
-1,829
736
$205K 0.01%
10,750
737
$205K 0.01%
+5,892
738
$205K 0.01%
+2,120
739
$204K 0.01%
4,619
-27
740
$204K 0.01%
10,711
+4
741
$204K 0.01%
3,705
742
$203K 0.01%
8,200
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743
$203K 0.01%
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744
$202K 0.01%
+12,455
745
$202K 0.01%
+5,600
746
$201K 0.01%
1,521
-288
747
$200K 0.01%
14,000
748
$194K 0.01%
16,972
-7,073
749
$194K 0.01%
38,408
750
$188K 0.01%
20,109
+508
28 29
30
31 32