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
$1.6B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.95M
3
+$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.56M

Top Sells

1
+$4.65M
2
+$3.33M
3
+$2.54M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.36M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M

Sector Composition

1 Technology 4.6%
2 Financials 3.93%
3 Industrials 3.56%
4 Energy 3.28%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$103K 0.01%
62,000
-38,000
777
$96K 0.01%
14,500
778
$96K 0.01%
1,786
+460
779
$92K 0.01%
14,515
-5,796
780
$89K 0.01%
14,620
781
$85K 0.01%
+17,675
782
$83K 0.01%
10,906
783
$81K 0.01%
16,000
784
$81K 0.01%
+11,050
785
$71K ﹤0.01%
19,000
786
$69K ﹤0.01%
15,066
+4,750
787
$68K ﹤0.01%
+15,000
788
$66K ﹤0.01%
4,423
789
$65K ﹤0.01%
+2,619
790
$62K ﹤0.01%
13,163
-6,083
791
$54K ﹤0.01%
+2,760
792
$52K ﹤0.01%
+2,605
793
$51K ﹤0.01%
13,808
-3,500
794
$50K ﹤0.01%
27,800
+12,600
795
$48K ﹤0.01%
601
+16
796
$42K ﹤0.01%
15,100
797
$40K ﹤0.01%
2,601
+1,046
798
$37K ﹤0.01%
59
-9
799
$34K ﹤0.01%
11,798
800
$27K ﹤0.01%
11,000
30 31
32
33 34