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
$1.66B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.67M
3
+$3.75M
4
SHW icon
Sherwin-Williams
SHW
+$3.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.01M

Top Sells

1
+$8.19M
2
+$4.52M
3
+$2.63M
4
VALE icon
Vale
VALE
+$2.61M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.35M

Sector Composition

1 Technology 4.77%
2 Financials 3.8%
3 Industrials 3.45%
4 Energy 3.2%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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838
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840
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847
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