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
$2.66B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.8M
3
+$17.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$7.57M
2
+$6.79M
3
+$5.53M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.57M

Sector Composition

1 Technology 8.6%
2 Consumer Discretionary 4.44%
3 Financials 4.22%
4 Industrials 3.27%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$283K 0.01%
28,220
+2,131
752
$282K 0.01%
+12,305
753
$282K 0.01%
3,552
-186
754
$282K 0.01%
+45
755
$280K 0.01%
8,133
+1,472
756
$280K 0.01%
9,830
-9,931
757
$279K 0.01%
+12,851
758
$279K 0.01%
6,074
+110
759
$279K 0.01%
11,830
760
$279K 0.01%
+1,678
761
$276K 0.01%
5,209
-13,875
762
$275K 0.01%
11,680
+3,340
763
$274K 0.01%
18,483
-4,535
764
$274K 0.01%
7,680
-1,976
765
$274K 0.01%
1,252
-383
766
$273K 0.01%
1,645
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767
$272K 0.01%
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768
$272K 0.01%
10,851
-2,255
769
$271K 0.01%
6,152
-268
770
$271K 0.01%
2,656
-2,040
771
$271K 0.01%
4,780
+286
772
$271K 0.01%
1,500
-349
773
$270K 0.01%
+11,356
774
$270K 0.01%
+249
775
$269K 0.01%
7,794
-206
29 30
31
32 33