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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.68M 0.23%
101,361
+901
102
$4.63M 0.23%
167,975
+23,558
103
$4.63M 0.23%
67,806
-1,850
104
$4.6M 0.23%
61,882
+980
105
$4.54M 0.22%
117,457
+105,594
106
$4.43M 0.22%
140,355
+8,101
107
$4.42M 0.22%
93,444
+13,000
108
$4.37M 0.21%
82,650
+73,413
109
$4.29M 0.21%
611,120
-8,640
110
$4.26M 0.21%
96,172
+18,172
111
$4.19M 0.21%
172,014
+80,312
112
$4.15M 0.2%
66,985
-3,315
113
$4.11M 0.2%
126,065
+25,623
114
$4.11M 0.2%
79,229
+13,139
115
$4.07M 0.2%
36,392
+2,815
116
$4.07M 0.2%
83,607
+3,242
117
$4.03M 0.2%
85,355
-25,973
118
$4.03M 0.2%
74,448
+7,840
119
$4.03M 0.2%
74,713
+30,392
120
$4.01M 0.2%
51,296
-9,803
121
$3.89M 0.19%
29,290
+7,298
122
$3.88M 0.19%
+71,463
123
$3.84M 0.19%
207,220
+40,889
124
$3.81M 0.19%
56,323
+13,278
125
$3.8M 0.19%
22,043
+5,166
3 4
5
6 7