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
451
$1.7M 0.03%
49,082
+15,201
452
$1.68M 0.03%
40,721
+14,368
453
$1.68M 0.03%
15,624
-38,489
454
$1.67M 0.03%
15,158
+2,489
455
$1.65M 0.03%
11,469
456
$1.64M 0.03%
47,962
-513
457
$1.64M 0.03%
65,648
+2,818
458
$1.63M 0.03%
42,932
-3,906
459
$1.63M 0.03%
56,224
+18,692
460
$1.63M 0.03%
117,396
+105,797
461
$1.63M 0.03%
18,115
-47
462
$1.61M 0.03%
24,501
+1,671
463
$1.6M 0.03%
6,424
+408
464
$1.59M 0.03%
34,165
-13,630
465
$1.59M 0.03%
29,067
-3,785
466
$1.59M 0.03%
13,858
+949
467
$1.59M 0.03%
18,379
+2,362
468
$1.59M 0.03%
3
469
$1.58M 0.03%
47,008
+37,891
470
$1.57M 0.03%
43,430
-6,982
471
$1.55M 0.03%
26,477
+6,720
472
$1.55M 0.03%
77,261
+4,319
473
$1.54M 0.03%
33,810
+9,060
474
$1.53M 0.03%
749
+268
475
$1.52M 0.03%
30,297
+18,409