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
776
$261K 0.01%
6,000
777
$260K 0.01%
17,000
-1,500
778
$259K 0.01%
+8,907
779
$258K 0.01%
+1,611
780
$258K 0.01%
15,718
-462
781
$258K 0.01%
+8,450
782
$258K 0.01%
18,530
-5,600
783
$257K 0.01%
788
+4
784
$257K 0.01%
3,606
-26
785
$257K 0.01%
22,887
-1,188
786
$256K 0.01%
+4,441
787
$256K 0.01%
5,809
+467
788
$256K 0.01%
27,149
-1,192
789
$253K 0.01%
14,682
+2,850
790
$252K 0.01%
14,170
-3,151
791
$251K 0.01%
7,725
+285
792
$251K 0.01%
+5,235
793
$251K 0.01%
+23,225
794
$249K 0.01%
4,565
+269
795
$249K 0.01%
12,475
+519
796
$249K 0.01%
5,121
-857
797
$248K 0.01%
3,590
+281
798
$247K 0.01%
+7,178
799
$247K 0.01%
+1,262
800
$247K 0.01%
+4,042
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