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
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.7M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.5M

Top Sells

1
+$44.2M
2
+$26.5M
3
+$22.1M
4
BND icon
Vanguard Total Bond Market
BND
+$18.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$16.9M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.77%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$335K 0.01%
5,190
+1,077
1252
$335K 0.01%
5,368
+177
1253
$335K 0.01%
13,596
-11,195
1254
$335K 0.01%
14,156
-10,023
1255
$334K 0.01%
14,053
-2,586
1256
$333K 0.01%
14,642
+1,768
1257
$333K 0.01%
316,798
-3,745
1258
$332K 0.01%
3,823
-661
1259
$332K 0.01%
13,473
+320
1260
$331K 0.01%
11,370
+320
1261
$330K 0.01%
1,869
1262
$329K 0.01%
26,440
+788
1263
$329K 0.01%
1,350
-130
1264
$329K 0.01%
+16,563
1265
$328K 0.01%
16,204
+3,600
1266
$328K 0.01%
7,101
+202
1267
$328K 0.01%
20,611
+2,657
1268
$328K 0.01%
52,854
+15,639
1269
$327K 0.01%
13,292
+2,910
1270
$327K 0.01%
35,352
-227
1271
$325K 0.01%
+2,781
1272
$325K 0.01%
12,871
-700
1273
$323K 0.01%
+3,265
1274
$322K 0.01%
47,868
-59
1275
$322K 0.01%
41,047
+2,040
49 50
51
52 53