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
$2.66B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.8M
3
+$17.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$7.57M
2
+$6.79M
3
+$5.53M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.57M

Sector Composition

1 Technology 8.6%
2 Consumer Discretionary 4.44%
3 Financials 4.22%
4 Industrials 3.27%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$256K 0.01%
+3,528
802
$256K 0.01%
+2,614
803
$255K 0.01%
8,705
-711
804
$255K 0.01%
8,027
-940
805
$253K 0.01%
152,503
-6,853
806
$251K 0.01%
4,498
-2,570
807
$250K 0.01%
17,980
-749
808
$249K 0.01%
+2,338
809
$249K 0.01%
4,944
810
$248K 0.01%
6,259
+203
811
$247K 0.01%
+2,710
812
$245K 0.01%
+1,638
813
$245K 0.01%
106,880
-9,246
814
$245K 0.01%
4,794
+604
815
$245K 0.01%
4,488
+125
816
$245K 0.01%
9,522
-395
817
$244K 0.01%
+1,299
818
$243K 0.01%
5,797
-118
819
$243K 0.01%
1,931
820
$242K 0.01%
+4,362
821
$242K 0.01%
6,692
+92
822
$241K 0.01%
+850
823
$241K 0.01%
1,245
-490
824
$241K 0.01%
4,060
-1,454
825
$240K 0.01%
+2,299
31 32
33
34 35