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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$779K 0.01%
22,206
+1,971
827
$775K 0.01%
10,761
+1,097
828
$775K 0.01%
6,030
+135
829
$772K 0.01%
11,617
-10,385
830
$771K 0.01%
44,763
+516
831
$769K 0.01%
13,126
+555
832
$768K 0.01%
37,439
+7,763
833
$765K 0.01%
5,786
+2,099
834
$765K 0.01%
73,870
+21,385
835
$764K 0.01%
1,574
-159
836
$763K 0.01%
14,852
-2,459
837
$761K 0.01%
65,298
+17,176
838
$760K 0.01%
23,220
-2,340
839
$759K 0.01%
15,541
+1,718
840
$758K 0.01%
2,360
-202
841
$758K 0.01%
3,354
+464
842
$755K 0.01%
6,237
+32
843
$752K 0.01%
+29,088
844
$752K 0.01%
+14,090
845
$749K 0.01%
21,846
-2,856
846
$748K 0.01%
16,561
+1,243
847
$744K 0.01%
11,647
-1,610
848
$743K 0.01%
18,486
-26,603
849
$742K 0.01%
14,075
-919
850
$739K 0.01%
9,240
+2,016
32 33
34
35 36