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
926
$79K ﹤0.01%
+1,226
927
$78K ﹤0.01%
1,404
-5,414
928
$76K ﹤0.01%
+1,344
929
$75K ﹤0.01%
+1,755
930
$75K ﹤0.01%
+1,265
931
$75K ﹤0.01%
+2,950
932
$75K ﹤0.01%
+2,935
933
$73K ﹤0.01%
+944
934
$71K ﹤0.01%
+2,920
935
$70K ﹤0.01%
+1,400
936
$69K ﹤0.01%
12,489
+68
937
$68K ﹤0.01%
+2,045
938
$66K ﹤0.01%
21,538
+400
939
$66K ﹤0.01%
+1,707
940
$65K ﹤0.01%
+2,845
941
$65K ﹤0.01%
2,999
-474
942
$65K ﹤0.01%
+1,528
943
$64K ﹤0.01%
+1,395
944
$64K ﹤0.01%
+2,258
945
$64K ﹤0.01%
+973
946
$63K ﹤0.01%
+2,277
947
$63K ﹤0.01%
+1,500
948
$63K ﹤0.01%
+2,425
949
$62K ﹤0.01%
+1,247
950
$61K ﹤0.01%
+1,701
36 37
38
39 40