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
376
$2.32M 0.05%
48,662
+13,797
377
$2.3M 0.05%
43,111
-11,610
378
$2.29M 0.05%
204,992
+47,396
379
$2.27M 0.05%
18,185
+783
380
$2.26M 0.05%
77,644
+1,688
381
$2.26M 0.05%
4,780
+1,205
382
$2.24M 0.04%
70,457
+24,403
383
$2.23M 0.04%
17,836
-1,603
384
$2.22M 0.04%
22,277
+3,979
385
$2.22M 0.04%
80,088
-26,360
386
$2.22M 0.04%
245,875
+17
387
$2.22M 0.04%
31,634
+51
388
$2.21M 0.04%
73,017
+15,099
389
$2.2M 0.04%
59,139
-2,496
390
$2.19M 0.04%
16,600
-226
391
$2.19M 0.04%
8,336
+129
392
$2.18M 0.04%
22,275
-722
393
$2.18M 0.04%
48,696
+6,922
394
$2.18M 0.04%
43,904
-3,529
395
$2.16M 0.04%
26,063
-2,529
396
$2.15M 0.04%
45,690
+3,438
397
$2.14M 0.04%
57,189
+633
398
$2.12M 0.04%
1,324,651
+4,345
399
$2.11M 0.04%
16,227
+850
400
$2.11M 0.04%
3,793
-239