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
901
$481K 0.01%
8,178
+99
902
$480K 0.01%
5,498
-1,335
903
$479K 0.01%
19,537
-2,643
904
$479K 0.01%
1,876
-86
905
$476K 0.01%
+11,097
906
$475K 0.01%
+14,381
907
$474K 0.01%
22,160
-518
908
$473K 0.01%
6,470
-2,010
909
$473K 0.01%
11,475
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910
$472K 0.01%
+2,641
911
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5,800
-107
912
$468K 0.01%
22,220
-22,582
913
$467K 0.01%
28,128
+5,136
914
$466K 0.01%
2,368
-402
915
$464K 0.01%
4,657
+200
916
$464K 0.01%
20,390
917
$463K 0.01%
2,951
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9,938
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919
$461K 0.01%
5,914
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920
$460K 0.01%
5,982
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921
$459K 0.01%
15,923
+1,579
922
$459K 0.01%
15,704
+754
923
$458K 0.01%
10,629
+341
924
$457K 0.01%
3,538
+40
925
$456K 0.01%
14,475
+536
35 36
37
38 39