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
$2.35B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$21.2M
3
+$20.7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$11.8M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$9.38M

Top Sells

1
+$13.4M
2
+$7.01M
3
+$4.85M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.54M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$4.26M

Sector Composition

1 Technology 7.81%
2 Financials 4.23%
3 Consumer Discretionary 3.77%
4 Industrials 3.23%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.35M 0.1%
33,512
+2,226
202
$2.34M 0.1%
30,584
-3,728
203
$2.33M 0.1%
28,657
-161
204
$2.32M 0.1%
23,128
-6,164
205
$2.29M 0.1%
52,227
-276
206
$2.29M 0.1%
163,693
-17,761
207
$2.26M 0.1%
90,815
-74,512
208
$2.23M 0.1%
309,421
+95,200
209
$2.23M 0.1%
160,149
+3,506
210
$2.2M 0.09%
15,101
-9,084
211
$2.19M 0.09%
69,882
+6,131
212
$2.18M 0.09%
93,324
-9,167
213
$2.17M 0.09%
20,779
+1,468
214
$2.13M 0.09%
83,894
-420
215
$2.09M 0.09%
28,963
+16,495
216
$2.09M 0.09%
4,591
-1,006
217
$2.07M 0.09%
40,075
-12,568
218
$2.07M 0.09%
36,519
-8,718
219
$2.06M 0.09%
66,961
+13,354
220
$2M 0.09%
24,074
-36,568
221
$1.98M 0.08%
93,667
+25,450
222
$1.98M 0.08%
9,219
+112
223
$1.97M 0.08%
143,567
+4,940
224
$1.96M 0.08%
8,320
-704
225
$1.96M 0.08%
+106,416
7 8
9
10 11