CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$10.3M
3 +$10.1M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.75M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.05M

Top Sells

1 +$14.8M
2 +$5.93M
3 +$5.76M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.36M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.07M

Sector Composition

1 Technology 5.04%
2 Financials 3.91%
3 Industrials 3.54%
4 Healthcare 3.4%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-4,017
902
-4,300
903
-2,778
904
-3,433
905
-2,551
906
-9,263
907
-8,096
908
-1,795
909
-4,725
910
-3,220
911
-4,146
912
-3,606
913
-20,156
914
-2,348
915
-49,322
916
-4,441
917
-10,750
918
-34,219
919
-25,448
920
-4,429
921
-12,653
922
-1,871
923
-10,350
924
-4,096
925
-27,015