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
701
$784K 0.02%
20,780
-25
702
$782K 0.02%
25,864
+6,690
703
$780K 0.02%
41,579
-3,898
704
$777K 0.02%
30,132
+2,947
705
$774K 0.02%
57,063
+2,099
706
$774K 0.02%
26,342
+6,431
707
$771K 0.02%
12,636
-135
708
$768K 0.02%
3,782
+51
709
$767K 0.02%
12,451
+1,351
710
$767K 0.02%
+15,248
711
$766K 0.02%
34,765
+4,036
712
$763K 0.02%
30,938
-2,640
713
$752K 0.02%
27,874
-2,781
714
$750K 0.02%
16,462
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$749K 0.01%
13,860
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$744K 0.01%
3,629
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717
$744K 0.01%
10,189
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718
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10,299
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719
$743K 0.01%
17,878
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720
$742K 0.01%
13,295
-26
721
$738K 0.01%
25,801
+13,761
722
$737K 0.01%
5,527
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723
$736K 0.01%
11,856
+7,481
724
$735K 0.01%
+26,554
725
$735K 0.01%
12,603
+2,118