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
851
$208K 0.01%
+3,077
852
$205K 0.01%
+4,075
853
$205K 0.01%
+1,345
854
$205K 0.01%
2,600
+58
855
$203K 0.01%
+2,721
856
$203K 0.01%
+3,167
857
$202K 0.01%
1,337
-7
858
$202K 0.01%
+2,740
859
$200K 0.01%
+2,737
860
$200K 0.01%
+5,937
861
$200K 0.01%
+3,263
862
$189K 0.01%
15,994
-1,877
863
$186K 0.01%
11,410
864
$182K 0.01%
4,016
865
$182K 0.01%
1,091
866
$175K 0.01%
2,417
+27
867
$173K 0.01%
+10,652
868
$167K 0.01%
10,346
-183
869
$162K 0.01%
11,370
870
$161K 0.01%
10,000
871
$157K 0.01%
10,738
-643
872
$148K 0.01%
10,500
-500
873
$143K 0.01%
10,227
874
$143K 0.01%
11,890
+1,811
875
$141K 0.01%
16,056
+844
33 34
35
36 37