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
1251
$228K ﹤0.01%
+6,374
1252
$228K ﹤0.01%
7,968
1253
$228K ﹤0.01%
1,230
+62
1254
$228K ﹤0.01%
4,336
+449
1255
$227K ﹤0.01%
+12,657
1256
$225K ﹤0.01%
12,147
+737
1257
$225K ﹤0.01%
3,465
+500
1258
$225K ﹤0.01%
+3,636
1259
$224K ﹤0.01%
+7,936
1260
$224K ﹤0.01%
+8,563
1261
$224K ﹤0.01%
9,879
+650
1262
$223K ﹤0.01%
+4,920
1263
$223K ﹤0.01%
+3,468
1264
$222K ﹤0.01%
3,416
-519
1265
$222K ﹤0.01%
14,875
-49,175
1266
$222K ﹤0.01%
4,340
-583
1267
$222K ﹤0.01%
3,353
-1,452
1268
$221K ﹤0.01%
+501
1269
$221K ﹤0.01%
+5,751
1270
$221K ﹤0.01%
4,448
-537
1271
$220K ﹤0.01%
+4,849
1272
$220K ﹤0.01%
8,755
-859
1273
$220K ﹤0.01%
+959
1274
$218K ﹤0.01%
3,997
-961
1275
$218K ﹤0.01%
+18,650
49 50
51
52 53