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
1076
$19K ﹤0.01%
+693
1077
$19K ﹤0.01%
+739
1078
$19K ﹤0.01%
+1,160
1079
$19K ﹤0.01%
+300
1080
$19K ﹤0.01%
+1,140
1081
$18K ﹤0.01%
+300
1082
$18K ﹤0.01%
+396
1083
$18K ﹤0.01%
+646
1084
$18K ﹤0.01%
+500
1085
$18K ﹤0.01%
+472
1086
$18K ﹤0.01%
+760
1087
$18K ﹤0.01%
+1,173
1088
$18K ﹤0.01%
+440
1089
$18K ﹤0.01%
+370
1090
$17K ﹤0.01%
+397
1091
$17K ﹤0.01%
+281
1092
$17K ﹤0.01%
+451
1093
$17K ﹤0.01%
+124
1094
$16K ﹤0.01%
+465
1095
$16K ﹤0.01%
+600
1096
$16K ﹤0.01%
+539
1097
$15K ﹤0.01%
+865
1098
$15K ﹤0.01%
+240
1099
$15K ﹤0.01%
+5
1100
$15K ﹤0.01%
10,000
42 43
44
45 46