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
876
$264K 0.01%
4,895
+101
877
$263K 0.01%
18,478
+2,000
878
$262K 0.01%
+4,497
879
$262K 0.01%
3,575
-84
880
$259K 0.01%
9,195
-3,110
881
$259K 0.01%
8,595
+270
882
$258K 0.01%
6,045
-214
883
$257K 0.01%
1,283
+31
884
$256K 0.01%
+2,606
885
$255K 0.01%
+5,998
886
$255K 0.01%
+1,465
887
$255K 0.01%
+3,192
888
$255K 0.01%
2,758
+200
889
$254K 0.01%
+5,341
890
$254K 0.01%
8,798
+240
891
$253K 0.01%
+1,675
892
$252K 0.01%
18,371
-247
893
$252K 0.01%
2,608
+200
894
$251K 0.01%
+1,165
895
$251K 0.01%
2,305
+249
896
$251K 0.01%
1,650
897
$251K 0.01%
+9,188
898
$250K 0.01%
+7,291
899
$249K 0.01%
+6,631
900
$249K 0.01%
5,700
-70
34 35
36
37 38