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
$2.66B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.8M
3
+$17.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$7.57M
2
+$6.79M
3
+$5.53M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.57M

Sector Composition

1 Technology 8.6%
2 Consumer Discretionary 4.44%
3 Financials 4.22%
4 Industrials 3.27%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$219K 0.01%
+7,612
852
$218K 0.01%
7,121
-110
853
$218K 0.01%
+1,905
854
$218K 0.01%
7,785
+128
855
$217K 0.01%
16,478
856
$216K 0.01%
5,200
-400
857
$215K 0.01%
+5,134
858
$214K 0.01%
+3,578
859
$214K 0.01%
2,056
-657
860
$213K 0.01%
+3,446
861
$213K 0.01%
+1,576
862
$211K 0.01%
+2,226
863
$210K 0.01%
4,158
864
$210K 0.01%
+5,099
865
$209K 0.01%
2,638
-576
866
$209K 0.01%
+565
867
$209K 0.01%
6,651
868
$209K 0.01%
+7,630
869
$209K 0.01%
+1,930
870
$207K 0.01%
2,008
-1,172
871
$207K 0.01%
+7,450
872
$207K 0.01%
15,413
-1,257
873
$207K 0.01%
+7,487
874
$206K 0.01%
+5,634
875
$206K 0.01%
+2,083
33 34
35
36 37