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
551
$1.23M 0.02%
51,561
-853
552
$1.22M 0.02%
9,818
+3,127
553
$1.22M 0.02%
10,364
+1,301
554
$1.21M 0.02%
32,229
-1,030
555
$1.21M 0.02%
5,582
-7,479
556
$1.21M 0.02%
47,780
+426
557
$1.2M 0.02%
15,104
+2,415
558
$1.2M 0.02%
16,242
-142
559
$1.2M 0.02%
13,670
+1,717
560
$1.19M 0.02%
6,276
+1,501
561
$1.17M 0.02%
55,392
-2,807
562
$1.15M 0.02%
14,026
+7,175
563
$1.15M 0.02%
2,814
+817
564
$1.15M 0.02%
22,682
+17,842
565
$1.15M 0.02%
15,348
+51
566
$1.15M 0.02%
30,371
+3,362
567
$1.15M 0.02%
17,742
-4,451
568
$1.14M 0.02%
33,795
+1,875
569
$1.14M 0.02%
19,884
+301
570
$1.14M 0.02%
12,945
+4,674
571
$1.13M 0.02%
29,014
-20,954
572
$1.13M 0.02%
6,999
-842
573
$1.13M 0.02%
26,215
-604
574
$1.13M 0.02%
32,739
-475
575
$1.12M 0.02%
95,515
+15,321