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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$701K 0.01%
6,606
+200
877
$700K 0.01%
21,902
-80
878
$700K 0.01%
16,249
+1,697
879
$700K 0.01%
7,646
-175
880
$698K 0.01%
11,172
-292
881
$696K 0.01%
13,533
-235
882
$694K 0.01%
36,645
-23,679
883
$690K 0.01%
3,978
-312
884
$690K 0.01%
+32,796
885
$688K 0.01%
16,129
-2,593
886
$687K 0.01%
17,659
-1,113
887
$686K 0.01%
13,544
+1,669
888
$686K 0.01%
10,308
889
$685K 0.01%
6,442
-705
890
$684K 0.01%
16,061
+1,568
891
$683K 0.01%
29,119
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892
$681K 0.01%
19,743
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893
$680K 0.01%
21,937
-2,907
894
$679K 0.01%
11,964
+1,097
895
$678K 0.01%
10,604
-306
896
$677K 0.01%
6,115
-250
897
$676K 0.01%
39,913
-54,861
898
$675K 0.01%
5,927
+13
899
$674K 0.01%
32,786
-30,213
900
$674K 0.01%
15,750
+3,650
34 35
36
37 38