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
776
$204K 0.01%
6,625
-2,823
777
$204K 0.01%
+9,771
778
$203K 0.01%
+9,909
779
$203K 0.01%
+9,500
780
$202K 0.01%
+4,689
781
$202K 0.01%
18,725
-1,129
782
$201K 0.01%
11,285
-14,688
783
$201K 0.01%
+9,960
784
$201K 0.01%
9,360
-2,515
785
$200K 0.01%
+11,968
786
$200K 0.01%
+8,381
787
$200K 0.01%
3,244
-1,530
788
$200K 0.01%
12,145
-2,537
789
$197K 0.01%
26,678
+2,411
790
$196K 0.01%
+2,904
791
$196K 0.01%
18,994
-1,360
792
$196K 0.01%
+3,345
793
$196K 0.01%
18,888
-3,200
794
$195K 0.01%
+7,204
795
$192K 0.01%
+3,232
796
$191K 0.01%
+2,095
797
$189K 0.01%
20,473
798
$187K 0.01%
+8,592
799
$186K 0.01%
+6,694
800
$185K 0.01%
2,450
-1,144
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