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
101
$10.1M 0.2%
74,312
-5,720
102
$9.87M 0.2%
49,042
-3,017
103
$9.87M 0.2%
95,688
-11,438
104
$9.85M 0.2%
418,439
-126,747
105
$9.82M 0.2%
57,170
-3,620
106
$9.81M 0.2%
505,040
-314,412
107
$9.73M 0.2%
84,110
+3,095
108
$9.58M 0.19%
19,086
-528
109
$9.56M 0.19%
37,510
+2,702
110
$9.53M 0.19%
118,638
+6,582
111
$9.5M 0.19%
100,422
-33,972
112
$9.3M 0.19%
97,860
-3,544
113
$9.29M 0.19%
180,663
+175,490
114
$9.08M 0.18%
193,003
-3,163
115
$9.02M 0.18%
410,735
+43,341
116
$8.76M 0.18%
16,920
-5,698
117
$8.76M 0.18%
113,568
+13,078
118
$8.74M 0.18%
164,176
+15,280
119
$8.63M 0.17%
323,491
-142,974
120
$8.63M 0.17%
178,914
-34,785
121
$8.45M 0.17%
135,451
-21,519
122
$8.38M 0.17%
63,258
-4,214
123
$8.37M 0.17%
56,344
-1,526
124
$8.36M 0.17%
108,883
-23,744
125
$8.24M 0.17%
163,654
+46,271
3 4
5
6 7