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
801
$619K 0.01%
99,538
-4,332
802
$618K 0.01%
27,009
-12,006
803
$618K 0.01%
14,703
+1,738
804
$613K 0.01%
9,193
-1,714
805
$612K 0.01%
39,211
+9,678
806
$612K 0.01%
76,263
+300
807
$611K 0.01%
7,014
-1,635
808
$608K 0.01%
26,234
-63,878
809
$607K 0.01%
28,370
-14,622
810
$606K 0.01%
19,850
+5,113
811
$606K 0.01%
6,931
-1,378
812
$600K 0.01%
7,268
-4,191
813
$599K 0.01%
11,888
-2,798
814
$596K 0.01%
6,851
-639
815
$595K 0.01%
10,563
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816
$595K 0.01%
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817
$594K 0.01%
8,442
+3,900
818
$592K 0.01%
15,478
-151
819
$592K 0.01%
12,821
+5,901
820
$591K 0.01%
25,692
-16,833
821
$591K 0.01%
21,812
-4,553
822
$590K 0.01%
14,079
+2,888
823
$590K 0.01%
10,099
-4,185
824
$589K 0.01%
8,704
-1,543
825
$588K 0.01%
5,702
-13,880
31 32
33
34 35