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
776
$654K 0.01%
30,606
-31,701
777
$653K 0.01%
+33,587
778
$652K 0.01%
6,453
-14
779
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44,451
+90
780
$647K 0.01%
11,725
-238
781
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38,973
-1,122
782
$644K 0.01%
3,871
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783
$644K 0.01%
6,928
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784
$644K 0.01%
12,017
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785
$641K 0.01%
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786
$641K 0.01%
22,850
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8,183
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788
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15,688
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789
$635K 0.01%
12,419
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$635K 0.01%
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10,362
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32,737
-19,986
795
$623K 0.01%
7,004
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796
$623K 0.01%
18,667
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797
$622K 0.01%
27,199
-1,069
798
$622K 0.01%
7,072
+1,137
799
$621K 0.01%
32,946
-4,116
800
$620K 0.01%
6,197
-51
30 31
32
33 34