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
1026
$363K 0.01%
10,118
1027
$362K 0.01%
1,754
+22
1028
$362K 0.01%
9,955
-1,212
1029
$362K 0.01%
17,003
+289
1030
$361K 0.01%
33,667
-2,313
1031
$360K 0.01%
+10,772
1032
$359K 0.01%
14,300
-811
1033
$358K 0.01%
91
+10
1034
$358K 0.01%
7,456
+1,139
1035
$358K 0.01%
8,168
-2,122
1036
$357K 0.01%
4,816
-1,169
1037
$357K 0.01%
7,700
+607
1038
$357K 0.01%
3,878
+236
1039
$356K 0.01%
1,907
-36
1040
$356K 0.01%
4,375
+649
1041
$356K 0.01%
23,207
+1,507
1042
$355K 0.01%
15,103
+1,375
1043
$355K 0.01%
1,430
-47
1044
$355K 0.01%
+19,004
1045
$355K 0.01%
19,621
-1,199
1046
$354K 0.01%
29,176
+3,103
1047
$353K 0.01%
5,949
-2,078
1048
$352K 0.01%
1,351
1049
$351K 0.01%
19,184
+8,245
1050
$351K 0.01%
20,964
+10,187
40 41
42
43 44