CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,786
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$24.8M
3
+$21.7M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$18.3M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$16.6M

Top Sells

1
+$42.6M
2
+$26.4M
3
+$22M
4
BND icon
Vanguard Total Bond Market
BND
+$18.2M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$16M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.16%
3 Financials 3.78%
4 Healthcare 3.28%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1652
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1653
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1654
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1655
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1657
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1658
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1659
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1660
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1661
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1662
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1663
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-10,000
1664
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1665
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1666
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1667
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1669
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1670
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1671
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1672
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1673
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1674
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1675
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-10,102
65 66
67
68 69