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
801
$237K 0.01%
5,526
802
$237K 0.01%
8,155
-1,403
803
$236K 0.01%
5,325
804
$235K 0.01%
6,229
-55,418
805
$235K 0.01%
4,023
-1,530
806
$235K 0.01%
3,918
-145
807
$234K 0.01%
13,873
+1,500
808
$232K 0.01%
1,816
-152
809
$232K 0.01%
+7,136
810
$232K 0.01%
+3,593
811
$231K 0.01%
5,583
-901
812
$231K 0.01%
+6,082
813
$230K 0.01%
9,482
+705
814
$230K 0.01%
+5,436
815
$229K 0.01%
4,450
-8,280
816
$229K 0.01%
4,196
-201
817
$228K 0.01%
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818
$228K 0.01%
3,836
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819
$228K 0.01%
+8,119
820
$227K 0.01%
4,163
-355
821
$226K 0.01%
13,757
-262
822
$225K 0.01%
4,464
-228
823
$225K 0.01%
+2,832
824
$224K 0.01%
+8,380
825
$223K 0.01%
16,478
31 32
33
34 35