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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.07M 0.17%
37,643
+7,387
127
$4.07M 0.17%
320,624
+71,448
128
$3.97M 0.17%
24,227
-2,281
129
$3.95M 0.17%
35,673
-21,195
130
$3.89M 0.17%
97,374
+6,366
131
$3.86M 0.16%
64,244
-6,216
132
$3.83M 0.16%
135,019
-16,716
133
$3.81M 0.16%
77,148
+38,966
134
$3.79M 0.16%
139,414
+34,801
135
$3.72M 0.16%
73,556
-47
136
$3.71M 0.16%
119,413
+6,201
137
$3.6M 0.15%
97,792
+61,777
138
$3.56M 0.15%
20,454
+384
139
$3.55M 0.15%
43,060
-2,406
140
$3.54M 0.15%
62,741
+40,497
141
$3.48M 0.15%
36,258
+9,101
142
$3.39M 0.14%
69,176
+11,516
143
$3.37M 0.14%
51,850
-2,471
144
$3.36M 0.14%
35,370
+1,800
145
$3.34M 0.14%
46,433
+8,511
146
$3.33M 0.14%
87,090
+19,692
147
$3.33M 0.14%
+258,252
148
$3.32M 0.14%
47,414
+23,260
149
$3.29M 0.14%
137,134
+4,261
150
$3.27M 0.14%
35,748
+2,199
4 5
6
7 8