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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$215K 0.01%
+4,166
752
$215K 0.01%
+1,887
753
$214K 0.01%
4,228
+158
754
$214K 0.01%
+3,782
755
$214K 0.01%
1,407
-191
756
$214K 0.01%
12,926
-2,347
757
$214K 0.01%
10,053
-201
758
$213K 0.01%
+8,628
759
$213K 0.01%
+1,028
760
$213K 0.01%
+4,967
761
$213K 0.01%
+2,717
762
$212K 0.01%
+5,159
763
$212K 0.01%
4,225
764
$212K 0.01%
+4,984
765
$211K 0.01%
+2,044
766
$211K 0.01%
16,478
767
$211K 0.01%
13,751
-524
768
$211K 0.01%
+7,156
769
$210K 0.01%
+1,506
770
$209K 0.01%
+4,019
771
$208K 0.01%
+2,894
772
$208K 0.01%
+9,900
773
$205K 0.01%
+2,117
774
$205K 0.01%
+5,696
775
$205K 0.01%
1,598
-261
29 30
31
32 33