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
501
$1.4M 0.03%
69,857
+2,019
502
$1.39M 0.03%
5,859
+2,404
503
$1.39M 0.03%
39,052
+1,948
504
$1.39M 0.03%
15,928
-5,405
505
$1.39M 0.03%
5,311
+95
506
$1.39M 0.03%
150,219
-4,684
507
$1.38M 0.03%
1,979
+56
508
$1.38M 0.03%
49,716
+18
509
$1.38M 0.03%
18,340
+15,573
510
$1.38M 0.03%
15,200
+2,156
511
$1.36M 0.03%
13,134
+691
512
$1.36M 0.03%
60,696
+878
513
$1.35M 0.03%
2,753
+722
514
$1.35M 0.03%
+21,450
515
$1.34M 0.03%
12,520
+47
516
$1.33M 0.03%
5,878
+1,298
517
$1.33M 0.03%
21,221
+1,427
518
$1.33M 0.03%
20,441
+6
519
$1.33M 0.03%
12,694
-3,299
520
$1.33M 0.03%
18,524
+12,961
521
$1.32M 0.03%
5,308
+555
522
$1.31M 0.03%
32,009
-3,048
523
$1.31M 0.03%
62,500
+13,107
524
$1.31M 0.03%
8,652
+6,441
525
$1.3M 0.03%
22,104
+4,203