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
$3.12B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.58M
3
+$6.22M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.77M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.49M

Top Sells

1
+$14.2M
2
+$11.7M
3
+$7.4M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$6.33M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$5.55M

Sector Composition

1 Technology 8.49%
2 Consumer Discretionary 4.63%
3 Financials 4.5%
4 Industrials 3.7%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$231K 0.01%
1,927
-299
927
$230K 0.01%
+1,590
928
$230K 0.01%
+5,160
929
$229K 0.01%
+8,235
930
$229K 0.01%
+1,596
931
$229K 0.01%
77,004
+6,000
932
$229K 0.01%
14,852
+3,401
933
$228K 0.01%
+3,690
934
$227K 0.01%
+7,341
935
$227K 0.01%
9,206
+16
936
$227K 0.01%
13,084
-10
937
$226K 0.01%
+8,226
938
$225K 0.01%
1,800
+155
939
$225K 0.01%
+4,838
940
$224K 0.01%
+10,131
941
$223K 0.01%
6,472
-179
942
$223K 0.01%
11,140
-2,009
943
$221K 0.01%
2,259
+2
944
$220K 0.01%
12,443
-6,040
945
$220K 0.01%
+1,264
946
$219K 0.01%
+3,154
947
$219K 0.01%
18,497
-2,145
948
$219K 0.01%
+2,105
949
$219K 0.01%
+5,159
950
$218K 0.01%
+1,648
36 37
38
39 40