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
1126
$296K 0.01%
1,127
-290
1127
$295K 0.01%
17,756
+200
1128
$294K 0.01%
5,397
-956
1129
$293K 0.01%
2,151
-127
1130
$293K 0.01%
3,606
-3,362
1131
$293K 0.01%
11,600
1132
$291K 0.01%
5,075
+7
1133
$290K 0.01%
+1,585
1134
$290K 0.01%
4,327
-429
1135
$289K 0.01%
5,333
+415
1136
$287K 0.01%
9,117
-110
1137
$287K 0.01%
6,797
-2,094
1138
$286K 0.01%
5,665
+188
1139
$286K 0.01%
2,159
-854
1140
$285K 0.01%
5,959
+57
1141
$284K 0.01%
27,374
+67
1142
$284K 0.01%
1,559
-433
1143
$283K 0.01%
4,805
-53
1144
$283K 0.01%
+4,375
1145
$283K 0.01%
4,550
-870
1146
$282K 0.01%
15,685
-1,015
1147
$280K 0.01%
8,109
-742
1148
$280K 0.01%
9,670
-1,923
1149
$279K 0.01%
4,957
1150
$279K 0.01%
100,923
-11,065
44 45
46
47 48