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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$155K 0.01%
+3,004
827
$154K 0.01%
+5,349
828
$153K 0.01%
+4,318
829
$153K 0.01%
2,594
-1,484
830
$152K 0.01%
+5,913
831
$150K 0.01%
+4,951
832
$150K 0.01%
+6,844
833
$149K 0.01%
3,315
-4,995
834
$147K 0.01%
+3,380
835
$147K 0.01%
+6,082
836
$146K 0.01%
+5,670
837
$146K 0.01%
+6,305
838
$145K 0.01%
+4,565
839
$145K 0.01%
10,227
-3,429
840
$144K 0.01%
+2,890
841
$144K 0.01%
15,048
+1,600
842
$144K 0.01%
+2,900
843
$142K 0.01%
+5,110
844
$140K 0.01%
+11,489
845
$139K 0.01%
+4,730
846
$138K 0.01%
17,329
-390
847
$137K 0.01%
+4,525
848
$136K 0.01%
13,120
849
$135K 0.01%
+5,360
850
$134K 0.01%
+2,610
32 33
34
35 36