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
751
$280K 0.01%
1,219
+46
752
$280K 0.01%
7,885
-1,909
753
$279K 0.01%
11,050
-9,035
754
$278K 0.01%
4,054
-2,344
755
$277K 0.01%
+1,545
756
$276K 0.01%
17,030
-7,940
757
$276K 0.01%
16,054
-1,599
758
$276K 0.01%
+10,984
759
$275K 0.01%
+9,074
760
$274K 0.01%
+2,969
761
$273K 0.01%
+3,458
762
$273K 0.01%
13,260
-2,520
763
$273K 0.01%
+1,801
764
$272K 0.01%
+8,808
765
$272K 0.01%
2,092
+32
766
$272K 0.01%
+4,441
767
$272K 0.01%
1,103
-3,423
768
$267K 0.01%
+9,800
769
$267K 0.01%
+6,466
770
$266K 0.01%
+5,127
771
$265K 0.01%
3,670
+855
772
$264K 0.01%
+2,238
773
$264K 0.01%
22,542
+252
774
$264K 0.01%
3,874
-14,142
775
$263K 0.01%
14,869
+102
29 30
31
32 33