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
851
$133K 0.01%
+2,255
852
$133K 0.01%
+2,528
853
$133K 0.01%
56,500
+5,500
854
$133K 0.01%
2,315
+1,129
855
$133K 0.01%
+1,331
856
$132K 0.01%
+6,702
857
$132K 0.01%
+3,754
858
$130K 0.01%
+4,321
859
$130K 0.01%
14,398
860
$127K 0.01%
10,000
861
$127K 0.01%
+7,252
862
$126K 0.01%
11,028
-6,559
863
$126K 0.01%
+6,861
864
$125K 0.01%
+2,509
865
$124K 0.01%
+1,298
866
$124K 0.01%
+14,776
867
$123K 0.01%
3,796
-6,584
868
$123K 0.01%
+1,251
869
$123K 0.01%
+1,468
870
$123K 0.01%
14,061
+350
871
$121K 0.01%
+4,606
872
$121K 0.01%
+3,758
873
$119K 0.01%
+2,622
874
$119K 0.01%
+1,124
875
$118K 0.01%
+1,970
33 34
35
36 37