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
976
$48K ﹤0.01%
+2,578
977
$47K ﹤0.01%
+679
978
$47K ﹤0.01%
+3,270
979
$47K ﹤0.01%
+792
980
$47K ﹤0.01%
+450
981
$46K ﹤0.01%
+1,123
982
$46K ﹤0.01%
+719
983
$46K ﹤0.01%
+1,888
984
$45K ﹤0.01%
+1,800
985
$45K ﹤0.01%
11,420
986
$44K ﹤0.01%
+1,621
987
$44K ﹤0.01%
+10,176
988
$44K ﹤0.01%
+1,685
989
$43K ﹤0.01%
+635
990
$43K ﹤0.01%
+1,645
991
$42K ﹤0.01%
+2,039
992
$42K ﹤0.01%
+732
993
$42K ﹤0.01%
+1,700
994
$42K ﹤0.01%
+642
995
$41K ﹤0.01%
+968
996
$41K ﹤0.01%
+1,000
997
$41K ﹤0.01%
1,290
+152
998
$40K ﹤0.01%
+1,850
999
$40K ﹤0.01%
+777
1000
$40K ﹤0.01%
1,275
-9,619
38 39
40
41 42