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
1351
$172K ﹤0.01%
12,235
+735
1352
$172K ﹤0.01%
15,371
-4,665
1353
$171K ﹤0.01%
11,819
-758
1354
$170K ﹤0.01%
18,191
-3,115
1355
$168K ﹤0.01%
10,394
+94
1356
$166K ﹤0.01%
40,572
-4,496
1357
$163K ﹤0.01%
+11,599
1358
$161K ﹤0.01%
+12,220
1359
$157K ﹤0.01%
31,147
+158
1360
$156K ﹤0.01%
10,980
-9,671
1361
$155K ﹤0.01%
10,518
+20
1362
$153K ﹤0.01%
14,959
1363
$152K ﹤0.01%
+14,160
1364
$150K ﹤0.01%
+17,946
1365
$147K ﹤0.01%
+10,927
1366
$147K ﹤0.01%
43,946
-15,530
1367
$146K ﹤0.01%
939
-140
1368
$140K ﹤0.01%
14,350
+450
1369
$136K ﹤0.01%
13,455
-389
1370
$135K ﹤0.01%
11,250
-450
1371
$133K ﹤0.01%
15,164
1372
$123K ﹤0.01%
1,938
-361
1373
$117K ﹤0.01%
+10,000
1374
$116K ﹤0.01%
18,890
1375
$114K ﹤0.01%
26,520
53 54
55
56 57