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
1276
$321K 0.01%
4,916
+73
1277
$321K 0.01%
2,445
+42
1278
$320K 0.01%
144,305
+3,386
1279
$320K 0.01%
+14,664
1280
$319K 0.01%
2,831
+684
1281
$319K 0.01%
17,103
-1,007
1282
$319K 0.01%
2,835
-316
1283
$319K 0.01%
+11,576
1284
$318K 0.01%
+12,122
1285
$318K 0.01%
276
+8
1286
$317K 0.01%
29,202
+103
1287
$317K 0.01%
1,893
+261
1288
$316K 0.01%
+2,779
1289
$315K 0.01%
3,248
+459
1290
$315K 0.01%
1,727
-193
1291
$314K ﹤0.01%
12,546
+917
1292
$313K ﹤0.01%
949
-370
1293
$313K ﹤0.01%
2,851
+323
1294
$311K ﹤0.01%
5,422
-1,821
1295
$310K ﹤0.01%
3,993
-203
1296
$310K ﹤0.01%
3,146
+181
1297
$310K ﹤0.01%
10,237
-202
1298
$309K ﹤0.01%
9,226
-394
1299
$309K ﹤0.01%
5,051
+132
1300
$308K ﹤0.01%
40,006
50 51
52
53 54