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
1026
$33K ﹤0.01%
+1,630
1027
$32K ﹤0.01%
+1,220
1028
$32K ﹤0.01%
+507
1029
$32K ﹤0.01%
+1,375
1030
$31K ﹤0.01%
+339
1031
$31K ﹤0.01%
20,632
-1,901
1032
$30K ﹤0.01%
+1,100
1033
$30K ﹤0.01%
+557
1034
$30K ﹤0.01%
+2,500
1035
$29K ﹤0.01%
+1,169
1036
$29K ﹤0.01%
+484
1037
$29K ﹤0.01%
+466
1038
$28K ﹤0.01%
+875
1039
$28K ﹤0.01%
+1,167
1040
$28K ﹤0.01%
+2,208
1041
$28K ﹤0.01%
+2,143
1042
$28K ﹤0.01%
+256
1043
$28K ﹤0.01%
+1,121
1044
$28K ﹤0.01%
+434
1045
$28K ﹤0.01%
+1,100
1046
$27K ﹤0.01%
+475
1047
$27K ﹤0.01%
+944
1048
$27K ﹤0.01%
+1,369
1049
$26K ﹤0.01%
+543
1050
$26K ﹤0.01%
+694
40 41
42
43 44