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
$5.14B
AUM Growth
+$915M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1 +$49M
2 +$47.9M
3 +$47.8M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$31.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$28.3M

Sector Composition

1 Technology 8.09%
2 Consumer Discretionary 5.66%
3 Financials 4.29%
4 Industrials 4.2%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
-4,700
1427
-4,386
1428
-30,966
1429
-6,000
1430
-9,615
1431
-24,880
1432
-42,010
1433
-14,679
1434
-10,183
1435
-81,455
1436
-19,430
1437
-16,100
1438
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1439
-1,816
1440
-5,796
1441
-13,600
1442
-59,528
1443
-6,999
1444
-26,201
1445
-36,878
1446
-2,031
1447
-4,901
1448
-19,917
1449
-28,787
1450
-3,326