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
$3.64B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$12.9M
3
+$11.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$11.8M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$28M
2
+$18.9M
3
+$16.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$13.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.55M

Sector Composition

1 Technology 8.13%
2 Consumer Discretionary 4.68%
3 Financials 4.61%
4 Industrials 4.4%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$353K 0.01%
+7,671
877
$353K 0.01%
18,077
-650
878
$353K 0.01%
10,118
879
$352K 0.01%
+10,153
880
$350K 0.01%
1,250
+274
881
$350K 0.01%
9,650
882
$350K 0.01%
3,300
+166
883
$350K 0.01%
3,740
+34
884
$350K 0.01%
75,229
-1,775
885
$349K 0.01%
+11,972
886
$348K 0.01%
12,216
887
$348K 0.01%
4,358
+1,047
888
$348K 0.01%
84,783
+63,233
889
$347K 0.01%
4,842
-266
890
$347K 0.01%
7,155
+2,708
891
$347K 0.01%
3,767
+533
892
$347K 0.01%
+9,149
893
$346K 0.01%
+2,436
894
$346K 0.01%
4,962
+1,272
895
$344K 0.01%
16,282
-3,509
896
$343K 0.01%
+27,027
897
$342K 0.01%
2,339
+903
898
$341K 0.01%
4,320
+496
899
$340K 0.01%
6,056
+56
900
$338K 0.01%
+10,794
34 35
36
37 38