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
151
$3M 0.15%
68,868
+3,114
152
$2.98M 0.15%
11,687
-1,803
153
$2.91M 0.14%
33,647
-2,851
154
$2.88M 0.14%
77,690
-22,534
155
$2.88M 0.14%
18,141
+1,577
156
$2.87M 0.14%
65,662
+16,010
157
$2.85M 0.14%
169,340
+16,190
158
$2.8M 0.14%
156,851
+142,366
159
$2.76M 0.14%
82,030
+49,212
160
$2.75M 0.13%
13,361
-301
161
$2.69M 0.13%
14,409
+846
162
$2.69M 0.13%
34,461
+12,363
163
$2.68M 0.13%
289,732
+75,380
164
$2.68M 0.13%
69,793
-1,029
165
$2.66M 0.13%
26,737
-5,154
166
$2.52M 0.12%
27,965
+6,869
167
$2.5M 0.12%
46,266
-14,089
168
$2.49M 0.12%
59,296
+10,392
169
$2.47M 0.12%
67,030
+16,081
170
$2.45M 0.12%
7,693
+615
171
$2.42M 0.12%
55,102
+12,342
172
$2.42M 0.12%
99,594
+19,924
173
$2.42M 0.12%
18,709
+985
174
$2.4M 0.12%
51,162
+7,989
175
$2.39M 0.12%
11,559
+2,020
5 6
7
8 9