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
1226
$241K ﹤0.01%
1,626
-245
1227
$241K ﹤0.01%
+9,130
1228
$240K ﹤0.01%
999
+89
1229
$240K ﹤0.01%
2,242
1230
$240K ﹤0.01%
19,159
+3,445
1231
$240K ﹤0.01%
2,002
-8,600
1232
$239K ﹤0.01%
2,040
-7,166
1233
$238K ﹤0.01%
7,711
-3,395
1234
$238K ﹤0.01%
4,614
-3,111
1235
$238K ﹤0.01%
+5,444
1236
$237K ﹤0.01%
+1,818
1237
$235K ﹤0.01%
+8,075
1238
$235K ﹤0.01%
2,156
+257
1239
$235K ﹤0.01%
634
-76
1240
$235K ﹤0.01%
+5,828
1241
$235K ﹤0.01%
3,292
-2,722
1242
$235K ﹤0.01%
3,785
-32,543
1243
$234K ﹤0.01%
728
-3,559
1244
$233K ﹤0.01%
14,715
1245
$233K ﹤0.01%
13,249
+1,711
1246
$232K ﹤0.01%
13,874
+65
1247
$230K ﹤0.01%
11,388
-3,262
1248
$230K ﹤0.01%
27,157
-7,713
1249
$229K ﹤0.01%
+3,565
1250
$229K ﹤0.01%
4,456
-1,382
48 49
50
51 52