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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$116K 0.01%
+2,986
877
$112K 0.01%
+13,250
878
$112K 0.01%
15,987
-1,200
879
$112K 0.01%
+2,324
880
$110K 0.01%
+2,259
881
$109K 0.01%
+1,822
882
$108K 0.01%
+1,385
883
$107K 0.01%
13,355
-1,936
884
$107K 0.01%
+3,471
885
$107K 0.01%
+1,232
886
$107K 0.01%
+868
887
$105K 0.01%
+2,654
888
$103K 0.01%
+2,593
889
$102K 0.01%
20,000
+10,000
890
$101K 0.01%
+4,200
891
$101K 0.01%
10,385
892
$101K 0.01%
+2,060
893
$100K 0.01%
+1,000
894
$100K 0.01%
+12,920
895
$99K ﹤0.01%
+1,830
896
$98K ﹤0.01%
+2,296
897
$98K ﹤0.01%
+3,719
898
$97K ﹤0.01%
+4,961
899
$96K ﹤0.01%
+3,362
900
$96K ﹤0.01%
+2,061
34 35
36
37 38