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
$2.04B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.18M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.91M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$3.67M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.52M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.38M

Sector Composition

1 Technology 6.06%
2 Industrials 4.18%
3 Financials 3.73%
4 Consumer Discretionary 3.29%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.79M 0.19%
91,853
+31,178
127
$3.78M 0.19%
23,045
+177
128
$3.77M 0.18%
53,165
+5,292
129
$3.76M 0.18%
54,216
+8,242
130
$3.73M 0.18%
61,926
+11,711
131
$3.68M 0.18%
24,148
-101
132
$3.67M 0.18%
167,281
+364
133
$3.56M 0.17%
45,312
+5,177
134
$3.51M 0.17%
67,441
+9,255
135
$3.48M 0.17%
70,454
+15,303
136
$3.42M 0.17%
12,795
+5,183
137
$3.38M 0.17%
139,195
+62,671
138
$3.35M 0.16%
69,199
+5,910
139
$3.33M 0.16%
34,876
+3,979
140
$3.32M 0.16%
41,624
+4,988
141
$3.28M 0.16%
20,620
+3,600
142
$3.18M 0.16%
41,929
+9,117
143
$3.16M 0.15%
30,452
+6,389
144
$3.15M 0.15%
100,824
+384
145
$3.14M 0.15%
33,324
-1,834
146
$3.11M 0.15%
105,841
+14,618
147
$3.09M 0.15%
62,495
+9,844
148
$3.08M 0.15%
42,376
+7,884
149
$3.04M 0.15%
62,760
+4,028
150
$3M 0.15%
35,436
+9,674
4 5
6
7 8