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
1276
$217K ﹤0.01%
+6,737
1277
$217K ﹤0.01%
+2,684
1278
$216K ﹤0.01%
+2,041
1279
– –
0
1280
$215K ﹤0.01%
6,794
-2,604
1281
$215K ﹤0.01%
17,451
1282
$215K ﹤0.01%
+7,004
1283
$215K ﹤0.01%
+521
1284
$214K ﹤0.01%
4,109
+20
1285
$214K ﹤0.01%
5,303
-891
1286
$214K ﹤0.01%
3,126
-525
1287
$213K ﹤0.01%
10,213
-9,286
1288
$213K ﹤0.01%
2,500
-1,600
1289
$212K ﹤0.01%
14,024
-4,851
1290
$212K ﹤0.01%
+6,471
1291
$212K ﹤0.01%
+2,276
1292
$212K ﹤0.01%
1,810
-34
1293
$211K ﹤0.01%
6,764
+2,120
1294
$211K ﹤0.01%
8,306
-300
1295
$210K ﹤0.01%
1,843
-1,472
1296
$210K ﹤0.01%
3,153
-7,429
1297
$209K ﹤0.01%
2,643
+188
1298
$209K ﹤0.01%
12,008
-13,977
1299
$209K ﹤0.01%
1,812
-768
1300
$208K ﹤0.01%
6,336
-57
50 51
52
53 54