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
351
$2.58M 0.05%
27,531
-8,255
352
$2.57M 0.05%
13,670
-863
353
$2.56M 0.05%
79,453
-1,304,458
354
$2.55M 0.05%
28,338
-701
355
$2.5M 0.05%
13,625
+2,403
356
$2.49M 0.05%
10,338
+211
357
$2.48M 0.05%
47,577
+3,413
358
$2.47M 0.05%
13,216
+607
359
$2.47M 0.05%
24,090
+2,446
360
$2.46M 0.05%
52,101
-6,222
361
$2.46M 0.05%
50,098
+17,411
362
$2.45M 0.05%
19,040
+3,273
363
$2.45M 0.05%
53,614
+31,382
364
$2.44M 0.05%
100,189
+70,462
365
$2.43M 0.05%
46,720
+6,633
366
$2.42M 0.05%
106,977
+53,480
367
$2.4M 0.05%
162,220
+18,936
368
$2.37M 0.05%
47,686
-518,274
369
$2.37M 0.05%
44,623
+16,722
370
$2.36M 0.05%
185,900
-2,800
371
$2.35M 0.05%
58,645
+16,824
372
$2.35M 0.05%
34,645
-167
373
$2.34M 0.05%
51,921
-21,282
374
$2.34M 0.05%
8,765
+104
375
$2.32M 0.05%
101,267
+5,776