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 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
751
$615K 0.01%
2,637
-26
752
$614K 0.01%
15,764
-4,680
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$614K 0.01%
13,892
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+26,890
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$612K 0.01%
547,900
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$612K 0.01%
35,286
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757
$610K 0.01%
8,019
-16,438
758
$609K 0.01%
14,182
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$609K 0.01%
16,752
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760
$609K 0.01%
8,698
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$608K 0.01%
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$607K 0.01%
33,492
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$607K 0.01%
1,861
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$606K 0.01%
6,681
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$606K 0.01%
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34,148
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20,234
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$598K 0.01%
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$597K 0.01%
5,121
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$596K 0.01%
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$595K 0.01%
3,734
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$591K 0.01%
12,064
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$591K 0.01%
25,995
+15,249
775
$591K 0.01%
11,100
-7,656