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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.18%
2 Industrials 3.47%
3 Healthcare 3.39%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-1,535
1227
-13,809
1228
-1,388
1229
-21,124
1230
-1,094
1231
-269
1232
-160,870
1233
-9,283
1234
-4,092
1235
-58,186
1236
-13,067
1237
-6,131
1238
-6,163
1239
-28,308
1240
-38,152
1241
-28,247
1242
-23,058
1243
-53,901
1244
-47,861
1245
-70,300
1246
-3,168
1247
-67,108
1248
-38,633
1249
-23,971
1250
-28,742