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
926
$456K 0.01%
2,246
+324
927
$455K 0.01%
13,498
-80
928
$454K 0.01%
7,818
+1,042
929
$454K 0.01%
4,023
-503
930
$454K 0.01%
4,703
+164
931
$453K 0.01%
17,179
-3,051
932
$453K 0.01%
2,135
-51
933
$452K 0.01%
2,944
+3
934
$451K 0.01%
11,571
+347
935
$451K 0.01%
5,200
-632
936
$449K 0.01%
1,746
-639
937
$449K 0.01%
754
+220
938
$448K 0.01%
14,040
-2,630
939
$448K 0.01%
17,924
-3,777
940
$447K 0.01%
3,947
+123
941
$445K 0.01%
18,745
+2,993
942
$444K 0.01%
3,748
-1,063
943
$443K 0.01%
1,066
-450
944
$442K 0.01%
7,306
-300
945
$440K 0.01%
8,809
-1,789
946
$437K 0.01%
20,713
+1,372
947
$436K 0.01%
10,955
+3,813
948
$434K 0.01%
2,205
-63
949
$433K 0.01%
+13,298
950
$433K 0.01%
10,651
+3,375
36 37
38
39 40