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
451
$1.54M 0.04%
43,136
+2,415
452
$1.54M 0.04%
15,336
-2,849
453
$1.52M 0.03%
47,756
+12,055
454
$1.52M 0.03%
54,450
+7,058
455
$1.52M 0.03%
11,944
-1,726
456
$1.51M 0.03%
30,613
-13,291
457
$1.51M 0.03%
13,181
-371
458
$1.51M 0.03%
27,322
+15,394
459
$1.5M 0.03%
11,469
460
$1.49M 0.03%
51,293
-5,896
461
$1.48M 0.03%
28,947
-120
462
$1.48M 0.03%
53,636
-4,223
463
$1.48M 0.03%
12,850
-3,750
464
$1.48M 0.03%
63,424
+11,863
465
$1.46M 0.03%
194,289
+90,952
466
$1.46M 0.03%
16,564
-178
467
$1.46M 0.03%
37,620
+3,455
468
$1.46M 0.03%
6,401
-207
469
$1.46M 0.03%
50,457
+2,495
470
$1.44M 0.03%
1,484,509
+159,858
471
$1.44M 0.03%
47,610
-11,529
472
$1.43M 0.03%
13,668
+974
473
$1.42M 0.03%
8,091
-260
474
$1.42M 0.03%
5,024
-287
475
$1.41M 0.03%
67,515
-13,419