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
1101
$313K 0.01%
2,356
-226
1102
$313K 0.01%
8,548
+103
1103
$312K 0.01%
15,428
-12,523
1104
$308K 0.01%
+1,357
1105
$307K 0.01%
1,486
+33
1106
$307K 0.01%
1,763
1107
$307K 0.01%
10,451
+3,259
1108
$307K 0.01%
6,068
+344
1109
$306K 0.01%
3,282
-393
1110
$306K 0.01%
4,603
-201
1111
$306K 0.01%
2,781
-2,239
1112
$305K 0.01%
7,794
1113
$304K 0.01%
1,269
-3
1114
$304K 0.01%
2,567
-54
1115
$303K 0.01%
906
-24
1116
$303K 0.01%
4,025
+50
1117
$301K 0.01%
43,153
-43,763
1118
$301K 0.01%
4,266
-1,163
1119
$300K 0.01%
5,345
+1,300
1120
$300K 0.01%
5,192
-43
1121
$299K 0.01%
+4,285
1122
$299K 0.01%
29,131
+3,890
1123
$298K 0.01%
1,976
-188
1124
$298K 0.01%
9,188
1125
$297K 0.01%
+5,593
43 44
45
46 47