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
1126
$12K ﹤0.01%
250
-6,915
1127
$12K ﹤0.01%
+379
1128
$11K ﹤0.01%
+176
1129
$11K ﹤0.01%
+1,076
1130
$11K ﹤0.01%
+1,000
1131
$11K ﹤0.01%
+630
1132
$11K ﹤0.01%
+200
1133
$11K ﹤0.01%
+400
1134
$10K ﹤0.01%
+400
1135
$10K ﹤0.01%
+234
1136
$10K ﹤0.01%
+335
1137
$10K ﹤0.01%
+340
1138
$10K ﹤0.01%
+400
1139
$10K ﹤0.01%
735
1140
$10K ﹤0.01%
+91
1141
$10K ﹤0.01%
+687
1142
$9K ﹤0.01%
+345
1143
$9K ﹤0.01%
+175
1144
$9K ﹤0.01%
+185
1145
$9K ﹤0.01%
+400
1146
$9K ﹤0.01%
+275
1147
$9K ﹤0.01%
+150
1148
$9K ﹤0.01%
+950
1149
$9K ﹤0.01%
+70
1150
$9K ﹤0.01%
+246
44 45
46
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