CA
Cetera Advisors Portfolio holdings
AUM
$12.7B
1-Year Return
22.72%
This Quarter Return
-0.98%
1 Year Return
+22.72%
3 Year Return
+27.6%
5 Year Return
+84.56%
10 Year Return
+155.16%
AUM
$479M
AUM Growth
–
Cap. Flow
+$478M
Cap. Flow
% of AUM
99.83%
Top 10 Holdings %
Top 10 Hldgs %
21.32%
Holding
387
New
384
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RAS
RAIT Financial Trust
RAS
|
$13M |
| 2 |
Apple
AAPL
|
$12.9M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.5M |
| 4 |
iShares Select Dividend ETF
DVY
|
$11.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.47% |
| 2 | Energy | 6.26% |
| 3 | Real Estate | 6.04% |
| 4 | Consumer Staples | 4.23% |
| 5 | Industrials | 3.83% |
