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
51
$15.9M 0.36%
317,704
+14,208
52
$15.9M 0.36%
145,500
+12,480
53
$15.5M 0.35%
247,602
-16,559
54
$15.4M 0.35%
238,623
+34,925
55
$15.4M 0.35%
327,816
+8,149
56
$15.3M 0.35%
364,652
-27,625
57
$14.9M 0.34%
63,386
+3,349
58
$14.8M 0.34%
187,061
+1,059
59
$14.8M 0.34%
295,161
+20,227
60
$14.7M 0.33%
629,479
+21,993
61
$14.5M 0.33%
87,899
+4,220
62
$14.5M 0.33%
30,172
+3,604
63
$14.3M 0.32%
341,431
+3,442
64
$14.2M 0.32%
72,132
+206
65
$14.1M 0.32%
56,978
-874
66
$14M 0.32%
426,202
+86,704
67
$13.9M 0.32%
151,894
+3,862
68
$13.8M 0.32%
660,376
-134,072
69
$13.8M 0.31%
201,904
+3,617
70
$13.7M 0.31%
491,959
+16,170
71
$13.5M 0.31%
95,793
+1,949
72
$13.4M 0.31%
222,781
+4,880
73
$13.1M 0.3%
207,683
+1,485
74
$12.9M 0.29%
42,976
-1,383
75
$12.6M 0.29%
39,787
+10
1 2
3
4 5