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
$2.34B
AUM Growth
+$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.48M
3
+$5.47M
4
TTD icon
Trade Desk
TTD
+$5.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.58M

Top Sells

1
+$31.3M
2
+$8.75M
3
+$8.43M
4
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$7.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M

Sector Composition

1 Technology 6.05%
2 Financials 4.62%
3 Industrials 3.54%
4 Healthcare 3.2%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$254K 0.01%
4,592
+473
777
$253K 0.01%
+3,299
778
$252K 0.01%
4,619
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779
$251K 0.01%
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780
$251K 0.01%
5,330
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781
$251K 0.01%
4,876
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782
$251K 0.01%
10,700
783
$250K 0.01%
7,930
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784
$250K 0.01%
3,417
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785
$250K 0.01%
2,112
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786
$249K 0.01%
4,243
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787
$249K 0.01%
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788
$248K 0.01%
5,182
-6,518
789
$248K 0.01%
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790
$245K 0.01%
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791
$244K 0.01%
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792
$243K 0.01%
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793
$242K 0.01%
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794
$242K 0.01%
4,535
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795
$241K 0.01%
23,147
-2,674
796
$241K 0.01%
2,603
797
$240K 0.01%
7,819
+5
798
$240K 0.01%
722
799
$240K 0.01%
11,133
+1,295
800
$237K 0.01%
+547
30 31
32
33 34