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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$95K ﹤0.01%
+3,772
902
$95K ﹤0.01%
+2,715
903
$94K ﹤0.01%
+3,500
904
$94K ﹤0.01%
4,295
-9,186
905
$92K ﹤0.01%
3,832
-88
906
$91K ﹤0.01%
+5,073
907
$90K ﹤0.01%
19,725
+1,192
908
$88K ﹤0.01%
+1,515
909
$87K ﹤0.01%
+3,333
910
$87K ﹤0.01%
+1,652
911
$86K ﹤0.01%
+872
912
$85K ﹤0.01%
+930
913
$85K ﹤0.01%
+3,360
914
$84K ﹤0.01%
3,484
915
$84K ﹤0.01%
+3,235
916
$82K ﹤0.01%
+1,600
917
$82K ﹤0.01%
+2,633
918
$81K ﹤0.01%
+4,468
919
$81K ﹤0.01%
+1,600
920
$81K ﹤0.01%
462
-18
921
$80K ﹤0.01%
20,855
+1,000
922
$80K ﹤0.01%
6,397
923
$80K ﹤0.01%
+1,253
924
$79K ﹤0.01%
+1,400
925
$79K ﹤0.01%
+1,317
35 36
37
38 39