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
876
$206K 0.01%
4,943
-6,305
877
$206K 0.01%
5,515
-4,456
878
$206K 0.01%
2,558
-270
879
$205K 0.01%
+4,533
880
$204K 0.01%
+7,825
881
$202K 0.01%
+2,408
882
$202K 0.01%
5,770
-1,430
883
$202K 0.01%
+2,049
884
$202K 0.01%
+329
885
$201K 0.01%
+9,190
886
$193K 0.01%
20,642
+393
887
$188K 0.01%
13,094
-178
888
$186K 0.01%
25,305
+49
889
$184K 0.01%
13,196
-42,008
890
$178K 0.01%
20,460
-1,750
891
$178K 0.01%
11,467
-115
892
$169K 0.01%
+15,539
893
$168K 0.01%
26,825
+2,402
894
$167K 0.01%
71,004
+25,440
895
$164K 0.01%
18,727
+165
896
$160K 0.01%
13,945
897
$159K 0.01%
26,664
-668
898
$158K 0.01%
+11,451
899
$152K 0.01%
30,909
-2,827
900
$152K 0.01%
13,598
+1,940
34 35
36
37 38