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
476
$1.4M 0.03%
21,961
+2,547
477
$1.39M 0.03%
40,434
+23,300
478
$1.38M 0.03%
2,867
+114
479
$1.38M 0.03%
107,762
+1,730
480
$1.38M 0.03%
9,802
-258
481
$1.38M 0.03%
7,122
+3,493
482
$1.37M 0.03%
32,200
-600
483
$1.36M 0.03%
57,440
-4,700
484
$1.36M 0.03%
24,800
-19,065
485
$1.34M 0.03%
42,636
-13,481
486
$1.34M 0.03%
62,512
-3,136
487
$1.33M 0.03%
8,972
+7,058
488
$1.33M 0.03%
33,235
+10,771
489
$1.32M 0.03%
12,844
-1,014
490
$1.32M 0.03%
26,419
-3,878
491
$1.32M 0.03%
25,309
-17,881
492
$1.3M 0.03%
31,359
-24,930
493
$1.3M 0.03%
+63,951
494
$1.29M 0.03%
15,721
+493
495
$1.29M 0.03%
28,201
+1,724
496
$1.29M 0.03%
20,710
-511
497
$1.28M 0.03%
30,465
-3,345
498
$1.28M 0.03%
48,550
-1,166
499
$1.27M 0.03%
12,278
+536
500
$1.26M 0.03%
43,541
-9,214