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
801
$246K 0.01%
51,000
+15,400
802
$246K 0.01%
12,230
-565
803
$245K 0.01%
4,725
-10
804
$245K 0.01%
+7,643
805
$245K 0.01%
2,158
-2
806
$244K 0.01%
1,349
+101
807
$244K 0.01%
+4,637
808
$244K 0.01%
5,100
809
$244K 0.01%
10,609
-3,807
810
$243K 0.01%
5,445
-342
811
$242K 0.01%
11,975
-2,130
812
$242K 0.01%
+6,465
813
$242K 0.01%
+10,060
814
$242K 0.01%
22,188
-27,101
815
$241K 0.01%
+5,209
816
$241K 0.01%
14,500
817
$240K 0.01%
2,797
+565
818
$239K 0.01%
1,871
+146
819
$239K 0.01%
7,013
-166
820
$238K 0.01%
1,820
-31,543
821
$236K 0.01%
+8,750
822
$235K 0.01%
+2,929
823
$234K 0.01%
+4,565
824
$232K 0.01%
+4,647
825
$232K 0.01%
+2,280
31 32
33
34 35