CA
Cetera Advisors Portfolio holdings
AUM
$12.7B
1-Year Return
22.72%
This Quarter Return
+7.77%
1 Year Return
+22.72%
3 Year Return
+27.6%
5 Year Return
+84.56%
10 Year Return
+155.16%
AUM
$4.94B
AUM Growth
-$199M
(-3.9%)
Cap. Flow
-$550M
Cap. Flow
% of AUM
-11.15%
Top 10 Holdings %
Top 10 Hldgs %
21.74%
Holding
1,534
New
135
Increased
480
Reduced
766
Closed
106
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$28.1M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$9.02M |
| 3 |
PayPal
PYPL
|
$7.97M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$7.66M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$6.91M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$62M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$47.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$41.7M |
| 4 |
Tesla
TSLA
|
$34.4M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$31.9M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Consumer Discretionary | 5.48% |
| 3 | Financials | 4.27% |
| 4 | Industrials | 3.88% |
| 5 | Healthcare | 3.09% |
