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
1376
$113K ﹤0.01%
4,074
-4
1377
$110K ﹤0.01%
15,940
-500
1378
$101K ﹤0.01%
1,159
-1,438
1379
$101K ﹤0.01%
27,225
+1,470
1380
$100K ﹤0.01%
13,751
+1,006
1381
$99K ﹤0.01%
21,905
-645
1382
$98K ﹤0.01%
39,818
-2,110
1383
$98K ﹤0.01%
14,500
1384
$97K ﹤0.01%
+20,100
1385
$95K ﹤0.01%
18,600
+1,250
1386
$94K ﹤0.01%
+10,000
1387
$93K ﹤0.01%
+599
1388
$92K ﹤0.01%
13,145
-1,617
1389
$80K ﹤0.01%
398
-73
1390
$80K ﹤0.01%
13,340
-2,433
1391
$78K ﹤0.01%
25,390
+6,913
1392
$76K ﹤0.01%
20,274
-4,650
1393
$75K ﹤0.01%
+3,364
1394
$74K ﹤0.01%
3,175
1395
$72K ﹤0.01%
+2,070
1396
$68K ﹤0.01%
+15,500
1397
$62K ﹤0.01%
10,100
-5,743
1398
$59K ﹤0.01%
15,124
-4,863
1399
$51K ﹤0.01%
17,438
+5,430
1400
$50K ﹤0.01%
+1,177
54 55
56
57 58