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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$94K ﹤0.01%
14,500
927
$90K ﹤0.01%
2,674
-1,375
928
$89K ﹤0.01%
18,118
+4,166
929
$75K ﹤0.01%
+11,343
930
$74K ﹤0.01%
+6,158
931
$74K ﹤0.01%
13,000
932
$71K ﹤0.01%
+11,929
933
$68K ﹤0.01%
15,100
934
– –
0
935
$62K ﹤0.01%
13,820
936
$52K ﹤0.01%
12,890
-650
937
$39K ﹤0.01%
1,940
-572
938
$37K ﹤0.01%
15,127
+1,127
939
$33K ﹤0.01%
+64
940
$32K ﹤0.01%
1,196
-99
941
$30K ﹤0.01%
11,448
+448
942
$19K ﹤0.01%
14,000
943
$17K ﹤0.01%
10,000
944
$15K ﹤0.01%
94,020
945
$13K ﹤0.01%
51
-12
946
$12K ﹤0.01%
2,002
-14
947
$12K ﹤0.01%
11,268
948
$7K ﹤0.01%
10,700
949
$6K ﹤0.01%
809
950
– –
-7,679
36 37
38
39 40