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
951
$61K ﹤0.01%
+985
952
$61K ﹤0.01%
+1,000
953
$60K ﹤0.01%
5,105
-8,000
954
$60K ﹤0.01%
+2,000
955
$59K ﹤0.01%
+2,876
956
$57K ﹤0.01%
+1,740
957
$57K ﹤0.01%
+1,614
958
$57K ﹤0.01%
+2,920
959
– –
0
960
$56K ﹤0.01%
12,008
961
$56K ﹤0.01%
14,875
+3,105
962
$55K ﹤0.01%
+1,764
963
$53K ﹤0.01%
+1,250
964
– –
0
965
$51K ﹤0.01%
+578
966
$51K ﹤0.01%
+1,334
967
$51K ﹤0.01%
+1,413
968
$51K ﹤0.01%
+2,882
969
$50K ﹤0.01%
2,713
-15,670
970
$50K ﹤0.01%
+788
971
$50K ﹤0.01%
+2,607
972
$49K ﹤0.01%
+1,055
973
$49K ﹤0.01%
+773
974
$49K ﹤0.01%
+750
975
$49K ﹤0.01%
+815
37 38
39
40 41