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
$1.18B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.83M
3 +$6.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M

Top Sells

1 +$2.99M
2 +$2.84M
3 +$2.83M
4
AAP icon
Advance Auto Parts
AAP
+$2.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Sector Composition

1 Energy 5.29%
2 Healthcare 4.77%
3 Technology 4.69%
4 Financials 4.6%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.63M 0.14%
498,723
-14,539
177
$1.62M 0.14%
15,985
-4,580
178
$1.6M 0.14%
24,036
+922
179
$1.6M 0.14%
48,188
-8,359
180
$1.59M 0.13%
23,827
+10,287
181
$1.58M 0.13%
17,918
-1,989
182
$1.57M 0.13%
118,771
+205
183
$1.56M 0.13%
1,736
-31
184
$1.48M 0.13%
18,674
+9,708
185
$1.45M 0.12%
64,430
+23,264
186
$1.43M 0.12%
141,755
+26,430
187
$1.42M 0.12%
59,469
-744
188
$1.42M 0.12%
33,421
-2,242
189
$1.41M 0.12%
30,334
-2,550
190
$1.4M 0.12%
12,112
-464
191
$1.39M 0.12%
68,016
-3,822
192
$1.38M 0.12%
17,171
-4,557
193
$1.38M 0.12%
45,620
-2,145
194
$1.36M 0.12%
45,861
+6,570
195
$1.36M 0.11%
22,586
+7
196
$1.35M 0.11%
+55,745
197
$1.35M 0.11%
38,580
+134
198
$1.35M 0.11%
24,041
+15,970
199
$1.34M 0.11%
27,529
-3,226
200
$1.34M 0.11%
175,538
+97,906