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
$3.12B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.58M
3
+$6.22M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.77M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.49M

Top Sells

1
+$14.2M
2
+$11.7M
3
+$7.4M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$6.33M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$5.55M

Sector Composition

1 Technology 8.49%
2 Consumer Discretionary 4.63%
3 Financials 4.5%
4 Industrials 3.7%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$282K 0.01%
1,609
-1,919
852
$281K 0.01%
+4,257
853
$281K 0.01%
+4,007
854
$279K 0.01%
+1,597
855
$278K 0.01%
+6,431
856
$278K 0.01%
1,702
-1,071
857
$276K 0.01%
+8,672
858
$276K 0.01%
11,618
-1,552
859
$273K 0.01%
3,824
+317
860
$273K 0.01%
4,408
-80
861
$272K 0.01%
1,991
-439
862
$272K 0.01%
2,838
-116
863
$272K 0.01%
960
-100
864
$271K 0.01%
12,231
-2,520
865
$271K 0.01%
1,744
+168
866
$271K 0.01%
4,902
-827
867
$271K 0.01%
+19,915
868
$270K 0.01%
10,851
869
$269K 0.01%
12,187
-463
870
$269K 0.01%
13,308
-736
871
$269K 0.01%
10,484
+140
872
$267K 0.01%
6,497
-23
873
$267K 0.01%
3,090
-438
874
$265K 0.01%
4,696
-248
875
$265K 0.01%
+3,234
33 34
35
36 37