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
$1.33B
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.33M
3
+$6.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.83M

Top Sells

1
+$11.6M
2
+$6.8M
3
+$6.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M
5
AZO icon
AutoZone
AZO
+$3.18M

Sector Composition

1 Energy 4.21%
2 Financials 4.19%
3 Technology 4.07%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.12%
14,456
-1,982
177
$1.64M 0.12%
47,122
+6,112
178
$1.64M 0.12%
21,364
+1,885
179
$1.63M 0.12%
13,432
+273
180
$1.62M 0.12%
26,256
+7,336
181
$1.6M 0.12%
120,205
-4,562
182
$1.6M 0.12%
12,029
+1,664
183
$1.59M 0.12%
17,763
-1,290
184
$1.58M 0.12%
26,074
-1,040
185
$1.57M 0.12%
38,184
+32,998
186
$1.54M 0.12%
74,487
+22,092
187
$1.53M 0.12%
+50,110
188
$1.52M 0.11%
26,355
+1,867
189
$1.52M 0.11%
+68,037
190
$1.52M 0.11%
9,420
+6,074
191
$1.51M 0.11%
+31,799
192
$1.51M 0.11%
47,220
-3,877
193
$1.51M 0.11%
27,955
+1,934
194
$1.5M 0.11%
43,680
-84
195
$1.48M 0.11%
68,745
-6,513
196
$1.48M 0.11%
15,709
+714
197
$1.47M 0.11%
30,080
-706
198
$1.45M 0.11%
9,886
-2,051
199
$1.44M 0.11%
38,639
+1,044
200
$1.44M 0.11%
13,628
+3,173
6 7
8
9 10