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
1101
$15K ﹤0.01%
+625
1102
$14K ﹤0.01%
+41
1103
$14K ﹤0.01%
+135
1104
$14K ﹤0.01%
+515
1105
$14K ﹤0.01%
+620
1106
$14K ﹤0.01%
+300
1107
$14K ﹤0.01%
+550
1108
$13K ﹤0.01%
+317
1109
$13K ﹤0.01%
+320
1110
$13K ﹤0.01%
+530
1111
$13K ﹤0.01%
+180
1112
$13K ﹤0.01%
+200
1113
$13K ﹤0.01%
+308
1114
$13K ﹤0.01%
+500
1115
$13K ﹤0.01%
94,020
1116
$12K ﹤0.01%
+416
1117
$12K ﹤0.01%
+262
1118
$12K ﹤0.01%
+300
1119
$12K ﹤0.01%
+550
1120
$12K ﹤0.01%
+214
1121
$12K ﹤0.01%
+1,000
1122
$12K ﹤0.01%
+555
1123
$12K ﹤0.01%
+400
1124
$12K ﹤0.01%
+450
1125
$12K ﹤0.01%
159
-6,235
43 44
45
46 47