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
826
$570K 0.01%
1,185
-75
827
$569K 0.01%
7,018
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828
$562K 0.01%
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1,836
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$562K 0.01%
7,632
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831
$562K 0.01%
11,944
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$561K 0.01%
2,059
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833
$561K 0.01%
6,654
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834
$560K 0.01%
31,458
-1,488
835
$560K 0.01%
10,076
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6,262
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$555K 0.01%
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$551K 0.01%
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839
$550K 0.01%
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840
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842
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9,715
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2,148
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25,656
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$543K 0.01%
6,482
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$541K 0.01%
8,988
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$539K 0.01%
22,506
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849
$538K 0.01%
336,408
-102,198
850
$535K 0.01%
11,183
-3,645