CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$24.4M
3 +$9.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.63M
5
VZ icon
Verizon
VZ
+$6.73M

Top Sells

1 +$50.8M
2 +$15.4M
3 +$12.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.51M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.99M

Sector Composition

1 Technology 5.64%
2 Industrials 4.03%
3 Financials 3.89%
4 Communication Services 3.36%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-20,915
877
-13,319
878
-1,322
879
-1,918
880
-1,292
881
-20,347
882
-24,353
883
-94,562
884
-44,969
885
-13,130
886
-6,441
887
-20,675
888
-10,610
889
-5,009
890
-19,780
891
-133,463
892
-65,489
893
-26,184
894
-49,503
895
-17,000
896
-2,596
897
-39,190
898
-21,547
899
-2,965
900
-6,125