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
951
$432K 0.01%
+5,246
952
$431K 0.01%
4,795
+224
953
$428K 0.01%
10,290
+96
954
$427K 0.01%
12,089
+5,482
955
$426K 0.01%
+3,477
956
$425K 0.01%
13,248
+953
957
$423K 0.01%
15,140
-1,070
958
$423K 0.01%
23,986
+7,061
959
$421K 0.01%
+3,107
960
$419K 0.01%
27,843
+405
961
$419K 0.01%
46,348
962
$418K 0.01%
8,160
+195
963
$417K 0.01%
8,506
-4,441
964
$416K 0.01%
+5,767
965
$416K 0.01%
+16,698
966
$414K 0.01%
18,471
+7,250
967
$413K 0.01%
+8,282
968
$413K 0.01%
4,493
+1,515
969
$412K 0.01%
8,662
+10
970
$411K 0.01%
35,160
+1,160
971
$410K 0.01%
14,489
-58
972
$409K 0.01%
15,493
+7,686
973
$408K 0.01%
12,600
+870
974
$408K 0.01%
7,318
+2,616
975
$407K 0.01%
11,039
-389
37 38
39
40 41