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
1176
$6K ﹤0.01%
10,710
1177
$5K ﹤0.01%
+100
1178
$5K ﹤0.01%
+294
1179
$5K ﹤0.01%
+235
1180
$5K ﹤0.01%
809
1181
$5K ﹤0.01%
+69
1182
$5K ﹤0.01%
+120
1183
$5K ﹤0.01%
+129
1184
$5K ﹤0.01%
+58
1185
$5K ﹤0.01%
+95
1186
$5K ﹤0.01%
+196
1187
$4K ﹤0.01%
+59
1188
$4K ﹤0.01%
+122
1189
$4K ﹤0.01%
+80
1190
$4K ﹤0.01%
1,930
1191
$4K ﹤0.01%
+56
1192
$4K ﹤0.01%
+400
1193
$4K ﹤0.01%
+200
1194
$3K ﹤0.01%
+87
1195
$3K ﹤0.01%
+125
1196
$3K ﹤0.01%
+87
1197
$3K ﹤0.01%
+100
1198
$3K ﹤0.01%
+113
1199
$3K ﹤0.01%
+50
1200
$3K ﹤0.01%
+90
46 47
48
49 50