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
551
$1.06M 0.02%
35,642
-6,915
552
$1.06M 0.02%
41,783
+3,879
553
$1.05M 0.02%
3,870
-113
554
$1.05M 0.02%
43,938
-898
555
$1.04M 0.02%
45,191
-61,786
556
$1.04M 0.02%
13,126
-8
557
$1.04M 0.02%
25,513
+2,831
558
$1.04M 0.02%
23,948
+14,517
559
$1.04M 0.02%
12,867
-338
560
$1.03M 0.02%
12,425
+62
561
$1.03M 0.02%
15,753
+649
562
$1.03M 0.02%
10,331
-225
563
$1.02M 0.02%
9,634
-4,183
564
$1.02M 0.02%
4,170
+194
565
$1.02M 0.02%
37,004
+5,739
566
$1.02M 0.02%
+9,557
567
$1.02M 0.02%
7,493
-2,929
568
$1.01M 0.02%
+32,810
569
$1.01M 0.02%
10,633
+589
570
$1.01M 0.02%
5,070
-296
571
$1.01M 0.02%
12,525
+1,580
572
$1M 0.02%
17,328
-414
573
$999K 0.02%
11,651
+9,666
574
$997K 0.02%
40,373
+675
575
$992K 0.02%
19,797
-644
21 22
23
24 25