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
1151
$9K ﹤0.01%
+374
1152
$8K ﹤0.01%
+150
1153
$8K ﹤0.01%
+145
1154
$8K ﹤0.01%
+200
1155
$8K ﹤0.01%
+310
1156
$8K ﹤0.01%
+270
1157
$8K ﹤0.01%
+100
1158
$8K ﹤0.01%
+150
1159
$7K ﹤0.01%
+150
1160
$7K ﹤0.01%
50
-2,971
1161
$7K ﹤0.01%
+250
1162
$7K ﹤0.01%
+280
1163
$7K ﹤0.01%
+150
1164
$6K ﹤0.01%
+50
1165
$6K ﹤0.01%
+115
1166
$6K ﹤0.01%
+175
1167
$6K ﹤0.01%
+220
1168
$6K ﹤0.01%
+126
1169
$6K ﹤0.01%
+123
1170
$6K ﹤0.01%
+55
1171
$6K ﹤0.01%
+200
1172
$6K ﹤0.01%
+100
1173
$6K ﹤0.01%
+100
1174
$6K ﹤0.01%
+189
1175
$6K ﹤0.01%
572
45 46
47
48 49