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
151
$3.27M 0.14%
29,271
-735
152
$3.25M 0.14%
154,527
+4,616
153
$3.19M 0.14%
129,174
+1,373
154
$3.17M 0.14%
80,020
-6,484
155
$3.17M 0.14%
61,972
+4,829
156
$3.15M 0.13%
132,042
-11,411
157
$3.11M 0.13%
26,973
+2,534
158
$3.1M 0.13%
88,438
+10,690
159
$3.09M 0.13%
11,971
-930
160
$3.08M 0.13%
37,918
-38,743
161
$3.07M 0.13%
52,395
+789
162
$3.07M 0.13%
28,078
+13,853
163
$3.02M 0.13%
16,396
-3,707
164
$3.02M 0.13%
88,787
-24,220
165
$3.01M 0.13%
267,394
-44,807
166
$3.01M 0.13%
82,167
-61,397
167
$3.01M 0.13%
9,792
+108
168
$3M 0.13%
36,121
+28,720
169
$2.97M 0.13%
54,809
+49,805
170
$2.94M 0.13%
23,268
-1,606
171
$2.93M 0.12%
51,242
+22,529
172
$2.92M 0.12%
22,890
-3,102
173
$2.9M 0.12%
131,630
-10,180
174
$2.85M 0.12%
+60,212
175
$2.84M 0.12%
124,708
+5,380
5 6
7
8 9