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
526
$1.3M 0.03%
44,836
+11,648
527
$1.3M 0.03%
11,995
-1,085
528
$1.29M 0.03%
10,609
-1,259
529
$1.29M 0.03%
9,550
-369
530
$1.29M 0.03%
7,819
+106
531
$1.28M 0.03%
42,557
-8,219
532
$1.28M 0.03%
13,205
-147
533
$1.28M 0.03%
18,968
+3
534
$1.27M 0.03%
134,600
+1,694
535
$1.27M 0.03%
18,756
-924
536
$1.26M 0.03%
59,946
+14,895
537
$1.26M 0.03%
18,475
+830
538
$1.26M 0.03%
32,053
-9,375
539
$1.26M 0.03%
35,701
-87
540
$1.26M 0.03%
24,364
-11,428
541
$1.25M 0.03%
7,755
+412
542
$1.25M 0.02%
12,457
-7,409
543
$1.25M 0.02%
42,758
+1
544
$1.25M 0.02%
21,973
+2,100
545
$1.25M 0.02%
42,904
+420
546
$1.24M 0.02%
+24,743
547
$1.24M 0.02%
18,752
-18,034
548
$1.24M 0.02%
7,481
-214
549
$1.23M 0.02%
12,363
-96
550
$1.23M 0.02%
21,724
+138