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
1051
$26K ﹤0.01%
+520
1052
$26K ﹤0.01%
+1,040
1053
– –
0
1054
$26K ﹤0.01%
15,000
-4,000
1055
$25K ﹤0.01%
+693
1056
$24K ﹤0.01%
+1,216
1057
$24K ﹤0.01%
+260
1058
$23K ﹤0.01%
+899
1059
$23K ﹤0.01%
+1,053
1060
$23K ﹤0.01%
+950
1061
$23K ﹤0.01%
+900
1062
$22K ﹤0.01%
+190
1063
$22K ﹤0.01%
+675
1064
$22K ﹤0.01%
+1,025
1065
$22K ﹤0.01%
+199
1066
$22K ﹤0.01%
+526
1067
$22K ﹤0.01%
+870
1068
$21K ﹤0.01%
+185
1069
$21K ﹤0.01%
+197
1070
$21K ﹤0.01%
+775
1071
$21K ﹤0.01%
+550
1072
$20K ﹤0.01%
+327
1073
$20K ﹤0.01%
15,127
1074
$20K ﹤0.01%
+450
1075
$19K ﹤0.01%
+800
41 42
43
44 45