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
$1.17B
AUM Growth
+$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$12.2M
3
+$9.02M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$8.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$5.84M
2
+$4.22M
3
+$3.03M
4
VALE icon
Vale
VALE
+$2.77M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.49M

Sector Composition

1 Energy 6.6%
2 Healthcare 5.3%
3 Technology 5.29%
4 Financials 4.64%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
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