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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$727K 0.01%
8,816
+5,594
727
$726K 0.01%
6,174
-849
728
$726K 0.01%
16,915
-8,234
729
$725K 0.01%
+47,227
730
$724K 0.01%
23,663
-2,546
731
$718K 0.01%
22,260
+754
732
$717K 0.01%
21,739
-3,180
733
$714K 0.01%
9,488
-5,335
734
$714K 0.01%
78,168
-34,780
735
$711K 0.01%
6,202
+1,936
736
$710K 0.01%
14,733
-1,977
737
$708K 0.01%
13,556
+469
738
$707K 0.01%
23,269
-871
739
$706K 0.01%
45,766
+1,143
740
$705K 0.01%
17,545
-2,856
741
$705K 0.01%
10,654
+334
742
$702K 0.01%
7,568
-84
743
$700K 0.01%
27,584
+17,864
744
$691K 0.01%
10,219
+4,333
745
$690K 0.01%
4,758
-1,705
746
$690K 0.01%
2,385
-354
747
$689K 0.01%
21,662
-210
748
$687K 0.01%
8,063
+554
749
$687K 0.01%
5,068
-7,563
750
$686K 0.01%
6,007
+463
28 29
30
31 32