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
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1252
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1253
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1255
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1257
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1258
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1259
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1262
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1263
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1264
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1265
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1266
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1268
$0 ﹤0.01%
+1
1269
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1270
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1271
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1272
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1273
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1275
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