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
626
$966K 0.02%
13,540
+1,245
627
$962K 0.02%
20,198
-7,911
628
$960K 0.02%
57,787
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629
$955K 0.02%
23,693
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$955K 0.02%
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631
$951K 0.02%
10,044
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$951K 0.02%
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$946K 0.02%
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31,702
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$941K 0.02%
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$930K 0.02%
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$927K 0.02%
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11,297
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$898K 0.02%
34,218
-20,710
649
$897K 0.02%
10,497
-4,077
650
$896K 0.02%
+24,246