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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$385K 0.01%
23,696
+250
1177
$384K 0.01%
+95,518
1178
$383K 0.01%
6,198
-89
1179
$383K 0.01%
8,151
+563
1180
$382K 0.01%
15,795
+2,411
1181
$382K 0.01%
2,820
-511
1182
$382K 0.01%
5,825
-640
1183
$381K 0.01%
4,430
1184
$378K 0.01%
319
+7
1185
$378K 0.01%
11,268
+590
1186
$377K 0.01%
10,511
+332
1187
$375K 0.01%
+14,396
1188
$373K 0.01%
6,478
+1,875
1189
$372K 0.01%
4,797
-606
1190
$372K 0.01%
16,359
+6,689
1191
$372K 0.01%
+9,652
1192
$371K 0.01%
13,810
-184
1193
$370K 0.01%
1,539
+131
1194
$369K 0.01%
1,626
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1195
$368K 0.01%
19,789
+5,070
1196
$368K 0.01%
3,472
+196
1197
$368K 0.01%
14,180
+2,128
1198
$367K 0.01%
46,523
-1,000
1199
$367K 0.01%
6,395
+519
1200
$364K 0.01%
12,939
+254
46 47
48
49 50