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
426
$1.92M 0.04%
41,797
+5,505
427
$1.91M 0.04%
80,934
-9,050
428
$1.89M 0.04%
32,635
-7,194
429
$1.89M 0.04%
6,608
-428
430
$1.86M 0.04%
8,351
+3,708
431
$1.86M 0.04%
45,399
+4,131
432
$1.85M 0.04%
24,439
-1,424
433
$1.85M 0.04%
62,962
-2,993
434
$1.85M 0.04%
19,775
-875
435
$1.83M 0.04%
24,126
+6,581
436
$1.83M 0.04%
77,121
+1,332
437
$1.83M 0.04%
59,576
-18,968
438
$1.83M 0.04%
10,422
+2,565
439
$1.82M 0.04%
22,269
+602
440
$1.81M 0.04%
40,170
+562
441
$1.8M 0.04%
62,140
-14,020
442
$1.79M 0.04%
16,742
+6,079
443
$1.78M 0.04%
+78,704
444
$1.77M 0.04%
45,876
+24,530
445
$1.76M 0.04%
32,800
+2,020
446
$1.75M 0.03%
57,859
+16,848
447
$1.72M 0.03%
18,883
+8,552
448
$1.72M 0.03%
+25,896
449
$1.71M 0.03%
6,856
+3,255
450
$1.71M 0.03%
16,040
+412