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
$4.39B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Sells

1 +$59.6M
2 +$32.7M
3 +$22.2M
4
EH
EHang Holdings
EH
+$9.33M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.82M

Sector Composition

1 Technology 8.04%
2 Consumer Discretionary 4.38%
3 Financials 3.86%
4 Industrials 3.44%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$2M 0.05%
63,542
+21,745
377
$1.98M 0.05%
71,582
+1,125
378
$1.98M 0.05%
49,336
-2,585
379
$1.93M 0.04%
20,855
+441
380
$1.92M 0.04%
14,806
+756
381
$1.92M 0.04%
23,161
-127
382
$1.91M 0.04%
29,772
+5,646
383
$1.91M 0.04%
70,562
+47,821
384
$1.89M 0.04%
42,835
-2,855
385
$1.88M 0.04%
25,027
-17,095
386
$1.87M 0.04%
7,587
-352
387
$1.87M 0.04%
75,956
-4,132
388
$1.87M 0.04%
45,600
-13,045
389
$1.86M 0.04%
99,652
-135,128
390
$1.85M 0.04%
20,359
-2,433
391
$1.85M 0.04%
+72,107
392
$1.85M 0.04%
254,838
+8,963
393
$1.85M 0.04%
39,165
+13,269
394
$1.84M 0.04%
3,864
+71
395
$1.83M 0.04%
8,217
+2,392
396
$1.83M 0.04%
68,769
-57,962
397
$1.83M 0.04%
13,963
-38,046
398
$1.83M 0.04%
22,823
-1,616
399
$1.83M 0.04%
68,210
+970
400
$1.82M 0.04%
21,316
-729