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
1076
$334K 0.01%
24,676
-3,352
1077
$333K 0.01%
1,426
-3,555
1078
$332K 0.01%
505
-378
1079
$330K 0.01%
15,124
+4,693
1080
$330K 0.01%
12,864
+3,196
1081
$330K 0.01%
6,678
-767
1082
$329K 0.01%
1,900
1083
$329K 0.01%
4,406
+558
1084
$326K 0.01%
10,000
+1,000
1085
$325K 0.01%
7,291
+463
1086
$325K 0.01%
3,058
-216
1087
$324K 0.01%
12,038
-3,062
1088
$324K 0.01%
14,865
+4,045
1089
$323K 0.01%
38,402
-1,215
1090
$321K 0.01%
13,828
+2,270
1091
$319K 0.01%
7,106
+298
1092
$319K 0.01%
1,425
-4,731
1093
$317K 0.01%
13,966
+5,006
1094
$317K 0.01%
13,090
+390
1095
$317K 0.01%
10,380
-12,350
1096
$316K 0.01%
18,858
+42
1097
$316K 0.01%
12,774
-5,358
1098
$316K 0.01%
32,533
-2,693
1099
$315K 0.01%
4,352
-349
1100
$315K 0.01%
+5,672
42 43
44
45 46