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
1201
$251K 0.01%
5,042
-160
1202
$250K 0.01%
17,389
-400
1203
$250K 0.01%
2,299
-14
1204
$249K 0.01%
2,751
-2,206
1205
$249K 0.01%
2,401
-1,664
1206
$249K 0.01%
10,891
+1,145
1207
$249K 0.01%
+5,723
1208
$248K 0.01%
16,402
+767
1209
$248K 0.01%
15,000
1210
$248K 0.01%
12,112
1211
$245K 0.01%
+13,011
1212
$245K 0.01%
10,330
-230
1213
$245K 0.01%
+2,600
1214
$244K ﹤0.01%
14,890
-2,237
1215
$244K ﹤0.01%
3,923
-331
1216
$244K ﹤0.01%
13,958
-9,748
1217
$243K ﹤0.01%
1,876
-820
1218
$243K ﹤0.01%
5,239
-850
1219
$242K ﹤0.01%
1,644
+31
1220
$242K ﹤0.01%
554
-2,090
1221
$242K ﹤0.01%
3,300
-1,998
1222
$242K ﹤0.01%
+5,505
1223
$241K ﹤0.01%
2,089
-299
1224
$241K ﹤0.01%
2,767
-615
1225
$241K ﹤0.01%
1,346
-99
47 48
49
50 51