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
476
$1.52M 0.03%
11,521
+2,398
477
$1.51M 0.03%
29,892
-37,494
478
$1.51M 0.03%
4,572
-353
479
$1.5M 0.03%
39,562
-35,024
480
$1.5M 0.03%
32,848
-6,906
481
$1.5M 0.03%
5,366
+879
482
$1.5M 0.03%
14,563
+1,165
483
$1.49M 0.03%
32,554
-2,563
484
$1.49M 0.03%
60,266
+80
485
$1.48M 0.03%
+13,810
486
$1.47M 0.03%
61,813
+53,408
487
$1.46M 0.03%
15,228
+612
488
$1.46M 0.03%
7,759
+1,896
489
$1.46M 0.03%
5,825
+4,266
490
$1.46M 0.03%
3,983
+681
491
$1.46M 0.03%
11,742
-175
492
$1.45M 0.03%
19,414
+2,063
493
$1.45M 0.03%
34,995
-1,259
494
$1.44M 0.03%
106,032
+4,430
495
$1.44M 0.03%
47,392
+2,940
496
$1.42M 0.03%
11,532
-1,675
497
$1.4M 0.03%
13,817
+1,993
498
$1.4M 0.03%
14,272
+8,997
499
$1.4M 0.03%
10,060
+3,951
500
$1.4M 0.03%
6,679
-1,232