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
826
$232K 0.01%
4,148
-42,495
827
$231K 0.01%
+4,017
828
$230K 0.01%
+4,629
829
$229K 0.01%
20,339
+2,500
830
$229K 0.01%
3,547
831
$229K 0.01%
15,445
+4,061
832
$228K 0.01%
+2,999
833
$228K 0.01%
3,700
-232
834
$228K 0.01%
+9,588
835
$226K 0.01%
5,125
+498
836
$226K 0.01%
23,503
-16,340
837
$225K 0.01%
+5,700
838
$225K 0.01%
6,250
839
$224K 0.01%
2,551
+372
840
$224K 0.01%
+8,098
841
$221K 0.01%
+17,281
842
$221K 0.01%
+8,742
843
$221K 0.01%
+2,999
844
$220K 0.01%
+2,778
845
$220K 0.01%
+10,750
846
$220K 0.01%
+14,902
847
$219K 0.01%
2,348
-293
848
$219K 0.01%
8,020
-712
849
$218K 0.01%
4,647
-4,548
850
$217K 0.01%
+3,581
32 33
34
35 36