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
$1.05B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M
2 +$4.06M
3 +$3.52M
4
VER
VEREIT, Inc.
VER
+$3.44M
5
TTE icon
TotalEnergies
TTE
+$3.38M

Top Sells

1 +$5.47M
2 +$4.38M
3 +$4.32M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$4.1M
5
CNC icon
Centene
CNC
+$3.85M

Sector Composition

1 Energy 6.17%
2 Technology 4.82%
3 Financials 4.78%
4 Healthcare 4.76%
5 Real Estate 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
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