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
201
$1.44M 0.11%
11,897
-644
202
$1.42M 0.11%
19,665
+707
203
$1.41M 0.11%
30,618
+714
204
$1.41M 0.11%
+36,237
205
$1.41M 0.11%
33,147
+7,280
206
$1.4M 0.11%
15,440
+626
207
$1.39M 0.1%
12,416
+4,008
208
$1.39M 0.1%
21,217
-141
209
$1.37M 0.1%
40,250
+18,532
210
$1.36M 0.1%
32,448
+22,649
211
$1.36M 0.1%
1,791
+236
212
$1.34M 0.1%
44,796
-3,308
213
$1.32M 0.1%
13,347
-88
214
$1.32M 0.1%
12,177
+1,023
215
$1.32M 0.1%
15,949
+1,221
216
$1.31M 0.1%
39,102
-7,619
217
$1.3M 0.1%
+22,500
218
$1.3M 0.1%
37,676
+2,398
219
$1.29M 0.1%
66,676
-15,409
220
$1.29M 0.1%
16,533
+339
221
$1.28M 0.1%
20,085
-3,184
222
$1.27M 0.1%
23,712
+6,986
223
$1.27M 0.1%
17,365
+380
224
$1.27M 0.1%
33,719
225
$1.26M 0.1%
4,193
+75
7 8
9
10 11