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
751
$684K 0.01%
29,667
+8,245
752
$683K 0.01%
35,942
+14,784
753
$683K 0.01%
19,911
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755
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7,184
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756
$677K 0.01%
1,574
757
$677K 0.01%
1,999
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758
$676K 0.01%
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-168
759
$675K 0.01%
11,230
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760
$675K 0.01%
10,223
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761
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13,008
-8,122
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$672K 0.01%
4,800
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763
$671K 0.01%
11,784
-1,183
764
$671K 0.01%
1,969
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765
$669K 0.01%
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$668K 0.01%
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767
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13,503
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6,900
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769
$663K 0.01%
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770
$661K 0.01%
27,420
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771
$660K 0.01%
3,805
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772
$660K 0.01%
23,993
+234
773
$658K 0.01%
11,063
-491
774
$656K 0.01%
36,021
-23,121
775
$654K 0.01%
7,185
+45
29 30
31
32 33