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 Buys

1
+$29.6M
2
+$22.7M
3
+$12.6M
4
RODE
Hartford Multifactor Diversified International ETF
RODE
+$11.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

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
526
$1.14M 0.03%
47,754
-26
527
$1.14M 0.03%
9,534
-1,075
528
$1.14M 0.03%
+22,912
529
$1.13M 0.03%
22,476
+7,228
530
$1.13M 0.03%
5,742
+1,179
531
$1.12M 0.03%
31,125
-1,723
532
$1.12M 0.03%
18,409
+7,112
533
$1.12M 0.03%
72,997
-6,456
534
$1.12M 0.03%
66,252
-11,009
535
$1.12M 0.03%
7,344
+345
536
$1.12M 0.03%
43,435
+16,881
537
$1.12M 0.03%
21,463
+3,242
538
$1.12M 0.03%
33,665
-130
539
$1.11M 0.03%
19,186
+846
540
$1.11M 0.03%
30,110
+7,599
541
$1.11M 0.03%
14,432
+5,853
542
$1.1M 0.03%
29,476
-55,465
543
$1.1M 0.03%
35,661
+666
544
$1.1M 0.03%
21,035
+2,283
545
$1.1M 0.03%
53,457
-8,356
546
$1.09M 0.02%
11,448
+1,084
547
$1.08M 0.02%
5,477
+169
548
$1.06M 0.02%
12,936
+3,768
549
$1.06M 0.02%
7,998
+1,001
550
$1.06M 0.02%
18,862
-106
20 21
22
23 24