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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$553K 0.01%
12,940
-8,170
852
$550K 0.01%
3,651
+743
853
$550K 0.01%
8,697
+864
854
$548K 0.01%
9,392
-443
855
$546K 0.01%
5,427
+174
856
$543K 0.01%
17,930
-500
857
$542K 0.01%
5,275
-1,047
858
$542K 0.01%
8,028
-153
859
$542K 0.01%
2,948
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860
$539K 0.01%
31,110
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861
$537K 0.01%
6,252
-1,630
862
$537K 0.01%
17,215
-12,766
863
$537K 0.01%
15,982
-31,808
864
$537K 0.01%
2,589
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865
$536K 0.01%
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866
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438,606
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868
$534K 0.01%
10,249
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869
$532K 0.01%
18,039
-1,622
870
$532K 0.01%
+23,872
871
$532K 0.01%
7,280
-707
872
$530K 0.01%
11,275
+2,147
873
$527K 0.01%
31,264
-1,248
874
$525K 0.01%
37,314
-14,756
875
$524K 0.01%
11,817
-1,187
33 34
35
36 37