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
$2.01B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.8M
3
+$9.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.65M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$7.42M

Top Sells

1
+$6.9M
2
+$5.91M
3
+$5.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.16M
5
CRM icon
Salesforce
CRM
+$4.61M

Sector Composition

1 Technology 5.19%
2 Industrials 3.47%
3 Healthcare 3.38%
4 Financials 3.2%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.97M 0.1%
12,242
-1,079
202
$1.95M 0.1%
55,982
+671
203
$1.95M 0.1%
50,552
+3,860
204
$1.94M 0.1%
68,565
+725
205
$1.92M 0.1%
44,850
-10,268
206
$1.9M 0.09%
62,036
-224,771
207
$1.89M 0.09%
33,179
+1,934
208
$1.88M 0.09%
110,037
+7,598
209
$1.88M 0.09%
26,359
+842
210
$1.87M 0.09%
20,411
-5,466
211
$1.86M 0.09%
17,156
-60
212
$1.86M 0.09%
20,761
-1,144
213
$1.84M 0.09%
60,955
+14,521
214
$1.83M 0.09%
38,046
+10,161
215
$1.83M 0.09%
42,010
-846
216
$1.83M 0.09%
10,934
-1,257
217
$1.82M 0.09%
107,311
+80,723
218
$1.82M 0.09%
16,658
+1,647
219
$1.81M 0.09%
6
220
$1.79M 0.09%
32,549
+22,946
221
$1.79M 0.09%
9,841
-229
222
$1.78M 0.09%
165,238
+55,920
223
$1.78M 0.09%
10,140
-8
224
$1.78M 0.09%
11,097
+356
225
$1.76M 0.09%
35,670
+2,099
7 8
9
10 11