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
576
$1.11M 0.02%
26,049
+3,092
577
$1.11M 0.02%
12,342
+378
578
$1.1M 0.02%
8,328
+178
579
$1.1M 0.02%
37,904
+4,869
580
$1.09M 0.02%
18,499
+56
581
$1.09M 0.02%
31,265
+23,565
582
$1.08M 0.02%
7,249
+1,625
583
$1.08M 0.02%
8,038
-3,842
584
$1.08M 0.02%
18,221
+1,472
585
$1.08M 0.02%
31,734
-135
586
$1.07M 0.02%
15,353
+6,160
587
$1.07M 0.02%
22,511
+11,948
588
$1.07M 0.02%
4,457
+189
589
$1.05M 0.02%
10,556
+4,359
590
$1.05M 0.02%
27,808
-14,354
591
$1.04M 0.02%
44,124
-980
592
$1.04M 0.02%
10,249
-2,180
593
$1.04M 0.02%
44,274
+7,678
594
$1.04M 0.02%
20,842
+1,022
595
$1.03M 0.02%
53,146
+227
596
$1.03M 0.02%
3,470
+817
597
$1.03M 0.02%
2,970
598
$1.02M 0.02%
31,310
+7,445
599
$1.02M 0.02%
2,867
+103
600
$1.01M 0.02%
+51,719