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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$9.02M
3
+$7.97M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.66M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.91M

Top Sells

1
+$62M
2
+$47.5M
3
+$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$523K 0.01%
5,809
-1,971
877
$521K 0.01%
9,372
-1,175
878
$521K 0.01%
6,392
+555
879
$521K 0.01%
8,722
-8,735
880
$520K 0.01%
6,179
+623
881
$520K 0.01%
67,987
-36,692
882
$517K 0.01%
2,211
+6
883
$513K 0.01%
17,410
+1,300
884
$513K 0.01%
8,800
+3,032
885
$506K 0.01%
20,112
886
$505K 0.01%
19,015
-2,085
887
$505K 0.01%
4,341
-1,608
888
$502K 0.01%
7,357
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889
$497K 0.01%
+48,700
890
$494K 0.01%
11,627
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891
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892
$492K 0.01%
7,028
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893
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894
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10,432
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895
$487K 0.01%
4,332
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896
$485K 0.01%
26,125
+50
897
$485K 0.01%
4,998
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898
$484K 0.01%
5,359
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899
$483K 0.01%
2,185
-726
900
$481K 0.01%
21,398
+575
34 35
36
37 38