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
$676M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.99M
3
+$4.68M
4
HR icon
Healthcare Realty
HR
+$3.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.51M

Top Sells

1
+$4.59M
2
+$2.95M
3
+$2.71M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$1.67M
5
BIDU icon
Baidu
BIDU
+$1.56M

Sector Composition

1 Real Estate 6.26%
2 Materials 5.06%
3 Energy 5%
4 Technology 4.98%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.32%
+21,384
77
$2.16M 0.32%
18,652
+1,646
78
$2.14M 0.32%
225,409
-4,370
79
$2.09M 0.31%
28,745
+2,589
80
$2.09M 0.31%
37,346
+23,657
81
$2.07M 0.31%
24,496
-2,228
82
$2.02M 0.3%
131,489
+11,192
83
$2.01M 0.3%
26,706
-2,748
84
$2M 0.3%
52,087
+11,140
85
$2M 0.3%
26,415
-2,865
86
$1.97M 0.29%
20,513
+2,782
87
$1.91M 0.28%
37,931
+2,168
88
$1.91M 0.28%
+556,672
89
$1.91M 0.28%
19,238
+3,626
90
$1.86M 0.28%
24,325
+13,573
91
$1.85M 0.27%
23,248
+12,108
92
$1.85M 0.27%
19,032
+7
93
$1.83M 0.27%
42,516
+10,628
94
$1.74M 0.26%
32,918
+3,380
95
$1.74M 0.26%
15,733
+593
96
$1.71M 0.25%
17,616
+1,914
97
$1.71M 0.25%
29,147
+3,061
98
$1.67M 0.25%
13,667
+1,876
99
$1.66M 0.25%
37,406
-7,092
100
$1.66M 0.25%
29,141
+6,405
2 3
4
5 6