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
$2.34B
AUM Growth
+$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.48M
3
+$5.47M
4
TTD icon
Trade Desk
TTD
+$5.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.58M

Top Sells

1
+$31.3M
2
+$8.75M
3
+$8.43M
4
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$7.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M

Sector Composition

1 Technology 6.05%
2 Financials 4.62%
3 Industrials 3.54%
4 Healthcare 3.2%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$222K 0.01%
6,873
-2,756
827
$221K 0.01%
1,218
-104
828
$220K 0.01%
4,509
-1,219
829
$220K 0.01%
6,328
-3,333
830
$218K 0.01%
+7,408
831
$218K 0.01%
3,820
-816
832
$218K 0.01%
+3,138
833
$217K 0.01%
2,557
+64
834
$217K 0.01%
+10,213
835
$216K 0.01%
+1,986
836
$216K 0.01%
665
-33
837
$215K 0.01%
+858
838
$215K 0.01%
21,500
839
$214K 0.01%
+7,200
840
$214K 0.01%
1,900
-81
841
$214K 0.01%
2,352
+37
842
$213K 0.01%
+4,650
843
$213K 0.01%
+4,000
844
$213K 0.01%
3,681
-427
845
$211K 0.01%
+2,348
846
$211K 0.01%
15,581
-1,012
847
$210K 0.01%
4,510
-2,583
848
$210K 0.01%
+705
849
$210K 0.01%
103
-80
850
$210K 0.01%
+1,963
32 33
34
35 36