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
1051
$351K 0.01%
8,320
+280
1052
$351K 0.01%
+6,817
1053
$350K 0.01%
23,269
+182
1054
$348K 0.01%
1,301
-608
1055
$347K 0.01%
6,031
-355
1056
$346K 0.01%
5,563
+1,225
1057
$346K 0.01%
6,782
1058
$345K 0.01%
5,732
+1,129
1059
$345K 0.01%
73,954
-950
1060
$343K 0.01%
9,802
-957
1061
$342K 0.01%
4,438
+51
1062
$342K 0.01%
28,537
+366
1063
$342K 0.01%
4,005
-2,166
1064
$341K 0.01%
10,212
+1,727
1065
$340K 0.01%
6,507
-303
1066
$340K 0.01%
1,955
-433
1067
$340K 0.01%
12,040
-29,493
1068
$339K 0.01%
6,833
-1,026
1069
$339K 0.01%
3,151
-689
1070
$338K 0.01%
11,226
+1,717
1071
$337K 0.01%
12,700
+983
1072
$336K 0.01%
3,172
+23
1073
$335K 0.01%
+3,390
1074
$335K 0.01%
+30,487
1075
$335K 0.01%
14,239
+6,290
41 42
43
44 45