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
401
$2.11M 0.04%
15,558
+627
402
$2.11M 0.04%
56,117
-111
403
$2.1M 0.04%
14,050
+1,510
404
$2.09M 0.04%
+29,122
405
$2.09M 0.04%
52,755
+10,664
406
$2.08M 0.04%
26,239
+6,061
407
$2.08M 0.04%
60,404
+4,012
408
$2.07M 0.04%
13,552
-4,962
409
$2.06M 0.04%
7,939
+415
410
$2.06M 0.04%
67,240
-140
411
$2.05M 0.04%
29,188
+2,244
412
$2.04M 0.04%
11,082
+456
413
$2.04M 0.04%
8,662
+327
414
$2.03M 0.04%
20,414
-122
415
$2.02M 0.04%
45,581
+697
416
$2.02M 0.04%
30,936
+6,819
417
$2.02M 0.04%
60,407
+4,894
418
$2.02M 0.04%
43,696
-1,292
419
$2.01M 0.04%
62,952
+5,311
420
$2.01M 0.04%
22,045
+9,729
421
$2M 0.04%
+44,891
422
$1.98M 0.04%
28,135
+13,968
423
$1.96M 0.04%
14,195
424
$1.94M 0.04%
23,288
+1,030
425
$1.93M 0.04%
+24,457