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
$1.71B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.75M
3
+$9.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.53M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.12M

Top Sells

1
+$13.6M
2
+$5.5M
3
+$5.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.91M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.88M

Sector Composition

1 Technology 5.05%
2 Financials 3.89%
3 Industrials 3.54%
4 Healthcare 3.39%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.03M 0.12%
8,320
+627
177
$2.02M 0.12%
9,957
+795
178
$2.02M 0.12%
33,720
+5,532
179
$2.02M 0.12%
95,838
+5,502
180
$2.01M 0.12%
15,242
-2,899
181
$1.99M 0.12%
13,165
-1,244
182
$1.96M 0.11%
19,661
+2,001
183
$1.96M 0.11%
44,689
-1,577
184
$1.96M 0.11%
144,928
+16,090
185
$1.95M 0.11%
34,847
+1,207
186
$1.91M 0.11%
23,666
+1,268
187
$1.88M 0.11%
41,908
+603
188
$1.88M 0.11%
15,630
-295
189
$1.86M 0.11%
30,783
+3,495
190
$1.84M 0.11%
27,472
+1,667
191
$1.84M 0.11%
6
192
$1.81M 0.11%
+67,840
193
$1.81M 0.11%
24,157
+1,520
194
$1.78M 0.1%
21,905
-761
195
$1.78M 0.1%
46,868
+10,378
196
$1.78M 0.1%
83,371
+12,747
197
$1.77M 0.1%
31,245
-1,122
198
$1.77M 0.1%
52,015
+344
199
$1.74M 0.1%
31,152
+10
200
$1.72M 0.1%
37,427
+2,287
6 7
8
9 10