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
$5.01B
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,553
New
Increased
Reduced
Closed

Top Sells

1 +$42M
2 +$38.7M
3 +$32.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.4M
5
FCX icon
Freeport-McMoran
FCX
+$25.8M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 5.48%
3 Financials 4.21%
4 Industrials 3.75%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3.69M 0.07%
66,534
-2,081
277
$3.68M 0.07%
99,998
-81,254
278
$3.67M 0.07%
8,062
-22
279
$3.66M 0.07%
+113,025
280
$3.65M 0.07%
84,941
-41,593
281
$3.61M 0.07%
42,122
+333
282
$3.6M 0.07%
26,730
+2,805
283
$3.59M 0.07%
36,714
-6,381
284
$3.58M 0.07%
14,331
-30,088
285
$3.56M 0.07%
17,162
+6,287
286
$3.52M 0.07%
33,711
+5,280
287
$3.52M 0.07%
38,880
+4,902
288
$3.47M 0.07%
15,239
+1,998
289
$3.47M 0.07%
8,322
-20
290
$3.46M 0.07%
+130,656
291
$3.45M 0.07%
13,272
-2,334
292
$3.45M 0.07%
164,582
+47,954
293
$3.43M 0.07%
52,980
-3,576
294
$3.43M 0.07%
74,731
+2,736
295
$3.41M 0.07%
48,015
+33,993
296
$3.37M 0.07%
39,922
-788
297
$3.36M 0.07%
96,279
-1,107,887
298
$3.35M 0.07%
198,494
+2,477
299
$3.34M 0.07%
21,064
+456
300
$3.33M 0.07%
60,829
-1,108