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
1151
$278K 0.01%
+3,763
1152
$278K 0.01%
+11,487
1153
$277K 0.01%
18,111
+2,192
1154
$276K 0.01%
15,042
-854
1155
$276K 0.01%
2,083
-26
1156
$276K 0.01%
10,426
-5,345
1157
$276K 0.01%
6,387
-2,412
1158
$275K 0.01%
9,563
+1,485
1159
$275K 0.01%
9,291
-342
1160
$275K 0.01%
162
-4
1161
$274K 0.01%
4,930
+360
1162
$274K 0.01%
2,695
+613
1163
$274K 0.01%
2,025
+130
1164
$273K 0.01%
5,848
-26
1165
$273K 0.01%
+1,300
1166
$272K 0.01%
4,614
+614
1167
$272K 0.01%
2,061
-427
1168
$272K 0.01%
6,472
-6,366
1169
$272K 0.01%
4,474
-580
1170
$271K 0.01%
982
-27
1171
$271K 0.01%
+4,840
1172
$269K 0.01%
4,810
1173
$269K 0.01%
18,478
1174
$269K 0.01%
2,145
-555
1175
$269K 0.01%
+5,138
45 46
47
48 49