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
726
$299K 0.01%
+3,433
727
$299K 0.01%
12,653
-1,120
728
$299K 0.01%
+1,868
729
$298K 0.01%
31,150
-1,700
730
$297K 0.01%
+8,352
731
$297K 0.01%
4,904
+1,002
732
$294K 0.01%
+3,061
733
$293K 0.01%
4,300
+100
734
$293K 0.01%
+10,657
735
$293K 0.01%
22,960
+5,500
736
$293K 0.01%
+15,289
737
$291K 0.01%
6,433
+102
738
$290K 0.01%
3,740
-903
739
$290K 0.01%
16,543
+1,267
740
$289K 0.01%
7,961
+718
741
$287K 0.01%
6,413
+639
742
$286K 0.01%
38,190
-1,000
743
$284K 0.01%
1,629
+408
744
$283K 0.01%
2,134
+450
745
$283K 0.01%
5,332
-440
746
$282K 0.01%
21,994
+645
747
$282K 0.01%
7,861
+1,289
748
$282K 0.01%
+4,215
749
$281K 0.01%
24,921
+1,926
750
$281K 0.01%
+8,551
28 29
30
31 32